As a financial advisor, growing your business is a top priority. But finding the time to network with prospects and cultivate new clients can be difficult.
As part of our commitment to help support your growth, we’re proud to announce a new lead generation program – Lead FeedSM – aimed at connecting you with investors seeking a financial advisor.
Lead Feed is Sourcing Simplicity
The process of sourcing, attracting, and converting clients is key to a successful business. But how do you ensure that the clients you find are the clients you want? Wouldn’t it be great if the prospects you spoke with were pre-qualified against your criteria? And had expressed interest in speaking with a financial advisor? That’s where our new Lead Feed program comes in.
Lead Feed finds clients where they are online and, in partnership with SmartAdvisor, vets them with a 20-question survey on investable assets, desired services, and goals. So you have the information you need to select the right candidate for your business. All you have to do is seal the deal.
Here’s How It Works:
Easily register yourself as a participating advisor by creating your profile, setting your preferred lead criteria, and establishing your price points. With our tiered pricing model, the cost per lead ranges from $20 to $190 depending on the investor’s assets.
In collaboration with SmartAdvisor, a digital marketing agency, leads are sourced by strategically placing financial calculators on major financial publication websites. Prospects learn more about their financial health and can elect to be contacted by a financial advisor if they would like help.
When a lead’s investable assets and location align with your preferred criteria, a match is made. After our concierge service qualifies the lead, you’ll automatically receive their contact details. We’ll also provide you with lead nurturing tips and templates to help you convert your leads to clients.
Is This Right for My Business?
Lead Feed matches advisors with prospective clients who fit their ideal market profiles. It also focuses on the client market with the most growth potential—self-directed investors who are ready to start working with an advisor.
You will receive high quality, convertible leads: Prospects are pre-screened, qualified, and have requested to speak with a financial advisor.
Questions? Call us at 888-362-8482 or send us an email.