We build the systems that fill your pipeline while you focus on closing. Automated, consistent, and built specifically for financial services producers.
Who We Work With
Independent insurance agents, mortgage brokers, financial advisors, and fintech brands who are tired of cold outreach, shared leads, and pipelines that dry up. We build the system that keeps your calendar full so you can do what you're actually good at.
We are not a generalist agency. Every service we offer is built around the financial services buyer. Their objections, their trust barriers, and what it actually takes to get them to act.
Stop buying shared leads that never pick up. We build systems that bring qualified prospects to you consistently, so your pipeline is never empty and you're always talking to the right people.
Most leads don't buy the first time they hear from you. We build the follow-up infrastructure that stays in front of them until they're ready, without you lifting a finger.
Get hours back every week. We automate the repetitive work killing your productivity so you can spend your time on conversations that actually close.
Turn your LinkedIn into a lead source that works around the clock. Warm prospects reaching out to you instead of the other way around.
Your website should be your best salesperson. We build and write it so that every visitor understands exactly why you're the right choice and knows what to do next.
The Full-Service Stack
Most agencies hand you one piece of the puzzle and disappear. We build the entire engine. Five integrated services that work together so every part of your growth compounds on the next.
Stop waiting for referrals. We bring qualified, high-intent prospects directly to your pipeline so you're always talking to people who already have a reason to buy.
Most leads need 5 to 8 touchpoints before they buy. We build the system that handles every one of them automatically, so you close more of the leads you're already generating.
Every hour you spend on admin is an hour you're not closing. We deploy AI agents that handle the research, personalisation, and follow-up work so your energy goes where it earns the most.
Your ideal clients are already on LinkedIn. We make sure they find you, trust you, and reach out to you first. No cold calling. No awkward intros. Just warm conversations with people who already know your value.
Most financial services websites look professional and convert nothing. Yours will do both. Every page built and written to answer the exact questions your prospects are asking before they decide to trust you.
Ready to start?
We scope every engagement around what your business actually needs. Not everything. The right things.
Book a Strategy CallThe Nurture System
Most financial brands lose 70 to 80 percent of their leads because there is no follow-up system. We build an automated nurture infrastructure that keeps your brand top-of-mind until the prospect is ready to act.
The result: lower cost-per-acquisition, higher close rates, and a pipeline that compounds over time. Not just in month one.
Via form fill, lead magnet, LinkedIn, or referral. Tagged by source and intent signal.
Builds trust, sets expectations, routes high-intent leads to sales team.
Positions your offer, addresses objections, establishes authority.
Testimonials, case studies, urgency drivers sent to non-openers.
Monthly touchpoints for leads not yet ready. Until they are.
The Numbers
We measure success in pipeline and revenue. Not impressions, followers, or engagement rates. Every number here represents a real campaign outcome.
Our edge is combining data-backed targeting with copy that converts. Both have to work together. And that is rare.
Don't Take Our Word For It
They didn't just run our ads. They rebuilt our entire lead pipeline. Within 60 days we had more qualified inquiries than we had seen in the previous six months combined.
Before State of Influence, I was buying shared leads that never converted. Now I have a system that brings in prospects who already know who I am and what I do before we even get on a call.
The LinkedIn outreach system alone paid for itself in the first month. I booked 11 qualified calls without sending a single manual message. That's the kind of leverage I was looking for.
I was skeptical at first. Every agency promises results. State of Influence actually delivered. My cost per lead dropped by more than half and the quality went up. My close rate has never been better.
I used to spend half my week following up with leads that went nowhere. Now that system runs on its own and I only jump in when someone is actually ready to talk. It completely changed how I work.
My LinkedIn was basically a digital business card before this. Within six weeks of working with State of Influence I had inbound messages from prospects I actually wanted to work with. That had never happened before.
How We Work
We dissect your current funnel, identify the highest-leverage gaps, and build a 60-day growth roadmap around your target customer.
Campaigns, landing pages, ad creative, nurture flows. Everything engineered and ready before we touch your ad spend.
We go live with a structured testing phase. Identifying what's working by week two, doubling down by week four.
Daily monitoring, weekly reporting, monthly strategy sessions. We scale what works, cut what doesn't, and improve every month.
About
State of Influence was built on a single conviction: most agencies are optimizing for the wrong things. Impressions. Followers. Engagement. Vanity.
We optimize for one thing. Qualified leads that turn into revenue. Everything we build, every campaign we run, every word we write is in service of that outcome.
Our focus on financial services is not accidental. It's where the economics of lead generation are most unforgiving and where great marketing creates the most outsized returns. We have built our entire methodology around the compliance requirements, trust barriers, and high-intent buying behavior specific to this space.
Every decision is evaluated against one metric: does it move qualified leads through the funnel faster?
Campaigns end. Systems compound. We build infrastructure that generates leads whether we are actively working or not.
Most agencies treat copy as an afterthought. We treat it as the lever that multiplies everything else.
You see exactly where your budget goes, what's working, and what isn't. We don't hide behind vanity reports.
We take on a small number of clients at a time. Not to be exclusive. To be effective. Your results depend on our full attention.
Contact Us
Book a 30-minute strategy call. We'll look at your current funnel, identify your biggest growth lever, and tell you exactly what we'd do. No obligation, no pitch decks.