Automate your paid leads.

Respond instantly. Follow up automatically. Convert leads into clients.

Schedule a demo to start your free 14-day trial.

 
 
Referral Lead Trial.jpg
 

Completely Automated Follow-Up

Respond Instantly, and Follow-up Persistently

The Prospecting Assistant automatically detects leads as they come in, and triggers a message within minutes.

The system will persistently follow up until you get a response, and pause automatically when it detects interaction.

Save time and improve conversion with automatic lead follow-up.



 

Content That Drives Engagement

Harbor’s built-in re-written content, and a interactive quizzes that demonstrate your value.

Prospects are flooded with offers to help from other advisors.

Harbor’s built-in campaigns and fully white-labeled tools like the Financial Health Quiz are optimized to capture attention, and drive engagement.

The result: a 50% higher response rate.


 

Don’t Take Our Word For It

Watch a video testimonial from Ford Stokes

“I’ve got 5 meetings on our next business day, and 3 of them came through the Harbor Plan system. It’s a good situation”

- Ford Stokes, Active Wealth Management

 

Review a Case Study with Adam Harding

Harbor’s Financial Health Quiz re-activated several old leads that I had been trying to convert for months. One of those leads is now a $1.5M client. I was really impressed with the results.

- Adam Harding, Adam Harding Investments


Ready to start prospecting more efficiently?

 

Works with these lead sources, and more…