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What We Do
We specialize in generating leads for all financial advisor products
and services only, it’s been our core business
for over 18 years.
We specialize in generating leads
for all financial advisor products
and services only, it’s been our
core business
for over
18 years.
Overview
Wealth managers, investment advisors know that the growth of your company depends on lead generation companies for financial services.
Our company will help you generate leads using our unique digital engagement process, in combination with the traditional sales professionals with a combined 20 years of experience.
Our lead generation for financial advisors gives your potential clients opt-in opportunities when they show interest in any of your financial services.
As the best lead generation service for financial advisors In Canada, our mission is to help your company achieve its objectives. Working with us means you will be able to increase sales without spending too much time designing lead generation plans, which is a better alternative to the street surveys, cold calls, and roadshows. Our programs guarantee positive returns for any kind of financial service offering.
How LeadAdvisor Helps Financial Advisors Secure High-Quality Leads Aligned with AUM Goals
In the competitive world of financial advising, growing your book of business with clients who have substantial investable assets is a constant challenge. Traditional methods like cold calling and referrals are becoming less effective.
Enter LeadAdvisor—a specialized lead generation service designed to connect financial advisors with high-intent prospects whose portfolios align with specific Assets Under Management (AUM) targets.
The Challenge: Finding Qualified Leads
Financial advisors often spend significant time and resources chasing leads that don't convert. The industry is saturated with prospects who may not meet the financial thresholds necessary for meaningful engagement. This misalignment leads to wasted efforts and missed opportunities.
The Solution: LeadAdvisor.ca Targeted Approach
LeadAdvisor.ca addresses this issue by providing a streamlined, efficient process to connect advisors with prospects who are not only interested but also financially qualified. Here's how:
1. Inbound, High-Intent Prospects
LeadAdvisor.ca utilizes targeted digital advertising campaigns on platforms like Facebook and Google to attract prospects actively seeking financial advice.
2. Pain Point
These are not cold leads; they are individuals who have expressed a clear interest in services such as retirement planning, investment management, and wealth preservation.
3. Investable Assets
Prospects confirm their investable assets both in writing and verbally on the phone, ensuring that you engage only with individuals who meet your financial criteria. They must also provide details of their portfolio makeup…aka what is their portfolio invested in. (For example, Stocks, bonds, mutual funds, managed accounts, GIC’s or something else?)
4. Double Verification of Investable Assets
To ensure alignment with your AUM goals, LeadAdvisor implements a rigorous double-verification process. Meaning they must answer a series of qualifying questions and submit it before they are eligible for a call back/interview. Those details are reconfirmed again during their interview.
5. Confirmation: Scheduled Discovery Calls
Once a prospect is qualified, LeadAdvisor schedules a 15-minute discovery call at a time convenient for both parties. The interview with the prospect is recorded (with permission) and shared with you before the scheduled call, along with all the other submitted criteria. This transparency ensures you're fully informed about the prospect's needs and expectations, allowing for a more productive initial conversation.
Benefits: Why Advisors Choose LeadAdvisor
Efficiency and Time Savings
By handling the initial stages of lead qualification and appointment setting, LeadAdvisor frees up your time to focus on client service and portfolio management.
Higher Conversion Rates
Engaging with prospects who have both the intent and financial capacity to invest increases your chances of conversion, directly impacting your bottom line.
Scalability
Whether you're an independent advisor or part of a larger firm, LeadAdvisor services are scalable to meet your growth objectives.
Conclusion
In an industry where time is money, partnering with a service like LeadAdvisor.ca can be a game-changer. By delivering high-quality, pre-qualified leads that align with your AUM goals, you can focus on building relationships and growing your practice.
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