Lead Generation for Financial Advisors
We specialize in generating leads for all financial advisor products and services, it’s been our core business for over 12 years.
We Generate Leads in The Following Areas
- Corporate-own Life Insurance
- Business Insurance
- Portfolio Management
- Investments Planning
- Retirement Planning
- Tax Advice
- Estate Planning and more…
Watch our video on what our clients are saying
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 60 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.
Shorten Your Sales Cycle
Gain More Market Share
Boost Your Bottom Line
Fill a Need + Provide a Solution = Profit
Inflated salaries with no ROI to show for it- “Gone”
The average salary for a top sales professional is around$70k.
Add another 20% for taxes and benefits and you're out
$87k. Gone are the days of inflated sales salaries
and bonuses for the sales department while the
return on your investment suffers.
Over Priced Benefit Premiums- “Eliminated”
Companies wages and salaries for their employees accounts for
70% of employee expense. The remaining 30 percent comes
from benefits. That means that a little less than one third
of your entire employee expenses are benefits.
That will be almost completely eliminated.
High cost of Sales Training/Support- “No More”
Sales training is one of your biggest investment you make to
acquire new customers.. Not only are you paying for training
and related expenses, but your sales team is also losing
countless paid man-hours by chasing unqualified
deals they have no hope of closing.
Employee Turnover- “Stress-Free”
Studies show most employers spend the equivalent of 6 to 9
months of an employee’s salary in order to replace them Now
doing the math, that means that for a sales person making
$70k will cost a company anywhere from$35,000 to
$52,000 to hire and train a replacement.
Cost of New Customer Aquasition- “Contained”
The cost per acquisition matrix is one of the simplest for a
business owner to digest.. It also takes a big bite off the
bottom line. In other words, if you're spending $2 on
marketing to acquire one customer, but the life time
value is $1, then you're not making a profit.
Pay-as-You-Grow- “Done”
Our pay-as-you-grow pricing allows you to pay incrementally as
the value of your pipeline increases. Its the difference between
having 10 prospects in your pipeline with a
20% chance of closing the deal vs., those same 10
prospects with a 90% chance of closing the deal.
Stay up to date with- “Real Time Reports”
You gain full access to our White Label platform customer reports. You can keep track
of our KPI and Service Levels in near real-time. You see what we see on a weekly
basis. Customer feedback tracking allows your operations and product teams
to understand the impact of your revenue engine.
Clients
Proud To Call These Organizations Customers!
