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Pricing

Pricing Plans

Flexible Price Plans

We offer you the flexibility to select different options depending on your needs. If you are not sure and need help, then book a call.

Note: Our marketing can produce ROI of 500% or more. Here's the math. At a 1% AUM fee, an advisor makes $10,000 on a $1M AUM client per year. At a 5% Annuity an advisor makes $12,500 on a $250,000 Annuity client. A small $100 Monthly Premium Life Insurance Policy makes around $1000 for the agent.

Level 1 (Done With You)

Amplify

Build Your Personal & Authentic Brand

$139

/month

$111

/month
What's included
  • "Ready to Use" Post Library
  • Post on LIn, Fb, IG, X and TikTok
  • Create Custom Personal Content
  • Automate months of post in 0 min
  • Get Details Post Dashboard
  • Set Community Media Prefrence
  • Training: Academy Course
  • Support: Chat, Onboarding Call
See Demo Now
Level 2 (Done With You)

Growth or Accelerate

Build Your Brand & Generate Leads

$499-$699

/month + $1997-$2499 for Setup & Marketing Assets

$399-$559

/month + $1997-$2499 for Setup & Marketing Assets
What's included
  • All Amplify Features
  • LinkedIn OR Fb Ads (Growth)
  • LinkedIn AND Fb Ads (Accelerate)
  • Funnel & Automation
  • Full AI Lead Management/CRM
  • Training: Academy Course
  • Support: Chat, Onboarding Call, Monthly Review Call
See Demo Now
Level 3 (Done For You)

Elite

Build Your Brand & Generate Leads

$1997+

/month + $2999 for Setup & Marketing Assets

$1597+

/month + $2999 for Setup & Marketing Assets
What's included
  • All Accelerate Features
  • Fully Managed Marketing Service
  • Custom Campaigns + Funnel
  • Dedicated Account Manager
  • Full AI Lead Management/CRM
  • Training: Academy Course
  • Support: Chat, Onboarding Call, Bi-Weekly Calls
See Demo Now

Testimonial

What they Say about
Our Services.

We continue to work closely with our advisor clients to get them results.

Book a Demo
Ed Patt
Ed PattLife Insurance Advisor
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I tried multiple LinkedIn automation tools but getting data organized was a real challenge, plus there was no help with conversation. The fintello templates allow me to systemize my LinkedIn outreach, Facebook ads, Emails and having all in one lead management is a super power.
Judith N
Judith NFinancial Advisor
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I tried multiple LinkedIn automation tools but getting data organized was a real challenge, plus there was no help with conversation. The fintello templates allow me to systemize my LinkedIn outreach, Facebook ads, Emails and having all in one lead management is a super power.
Steve W
Steve WIndependent Advisor
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I have used multiple CRM and marketing automation tools to generate leads but integration was a real nightmare. Now I see fintello has a simple one stop solution and these guys use their own product so they build the entire process focusing on appointments, which is what I want.
David G
David GRetirement Planner
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I used LinkedIn and Facebook ads in the past with Deepak's (the founder of fintello) program and recommended tools, but now that they have built fintello, I find it super easy to launch my LinkedIn campaigns and Facebook ads will be amazing. The mobile app that is being built will be a killer app, having all the leads from LinkedIn, Facebook ads, email nurture and even SMS followup, all from one app will be like a dream come true.
Ghazaleh P
Ghazaleh PAnnuity Consultant
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I never had success with LinkedIn before fintello and what I like about it is that it is a powerful tool but has amazing support. I have access to emails, live calls, chat and Facebook group to get help and they respond fast. Also, the training modules are super valuable and the LinkedIn Algorithm Basic program allowed me to get my LinkedIn process working. The product is getting better day by day as the founder uses their platform which is super cool.
Nancy A
Nancy APrivate Wealth Practice
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I have worked with Deepak and his team on his program and the process worked very well to drive appointments, but there was a real issue with managing all the marketing and sales processes. Now fintello makes it easy to launch LinkedIn and Facebook campaigns and track all lead metrics and data in one place. I plan to soon move my website and build a funnel all in one place. I can now spend more time with my clients and service delivery with one tool.

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fintello is a software platform and brand name owned and operated by Core Funnels Inc. Core Funnels Inc is the sole legal entity responsible for the operation of fintello. Each reference to “fintello” throughout this website refers to the products, services, and intellectual property of Core Funnels Inc. Core Funnels Inc is legally separate and independent from any other organizations or entities.