Financial Advisor Marketing Service.

Meet Prospects With Verifiable, Investable Assets in Their Portfolio.

Get discovery call appointments with highly qualified prospects, who have pain points and request to speak with an advisor.

How It Works - The Features

Leadadvisor approach to qualifying inbound leads and setting discovery call appointments.

Service Features

Description

High Intent

All prospect are inbound hand raisers and fully qualified based on your stated criteria.

Pain Point

The prospect has expressed a specific need or confirmed pain point regarding retirement investment and wealth management.

Investable Assets

We use a double verification process (in writing and verbally) to make sure their portfolio size meets your requirements.

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 call with them.

Verification

The entire conversation is recorded and sent to you as a confirmation before you’re billed.

The Process

All prospects are real time inbound hand-raisers, based on our investment & financial planning “Facebook & Google Ads”, produced by a dedicated team of crack ad creatives experts.

All prospects are call back by a team of highly trained qualifiers for a second-round interview to verify and re-qualify their investable assets, pain points and intent.

All prospects must answer all previously submitted questions truthfully and request a discovery call with an advisor to discuss their pain points.

The entire conversion is recorded and sent to you with a time and date for your discovery call with all the details, then placed in your online calendar.

All you do is close!

Clients

Proud To Call These Organizations Customers!