Lead Generation for Financial Advisors
Get prospects with investable assets, who want to speak
with an advisor now! Get your first 3 discovery
calls FREE when you sign up.
Get prospects with investable
assets, who want to speak
with an advisor now! Get
your first 3 discover
calls FREE when
you sign up.
assets, who want to speak
with an advisor now! Get
your first 3 discover
calls FREE when
you sign up.
***Offer valid until April 30th, 2025-Minimum order 10 leads/month***
Here's How It Works
✓ We design the ad creatives
✓ We manage the ad accounts
✓ We pay for the ads
✓ We process the leads
✓ We booked the discovery calls
✓ You make the call and close the deal!
Watch Our Video on What Our Clients Are Saying!
How It Works - The Process
1.
High Intent
All prospects are inbound hand-raisers, fully qualified based on your stated criteria, and need or want professional advice.
2.
Pain Point
The prospect has expressed a specific need or confirmed pain point regarding retirement, investment and wealth management.
3.
Investable Assets
We use a double verification process (in writing and verbally) to verify their portfolio size meets your requirements.
4.
Confirmation
The prospect has agreed to do a 15-minute discovery call with you, to discuss their pain point, and a specific time and date has been set for your discovery call with them.
5.
Verification
The entire conversation is recorded, placed in your calendar, and all details (with recording) is sent to you by email as your confirmation before you’re billed.
The Benefits
Identify Prospects Looking For Your Solution
Increase Close Rate
