Wouldn't it be nice if you had plenty of clients and a steady stream of referral business? Unfortunately, we are not all that lucky. Thankfully, you can purchase financial planning leads. This is one way that financial advisors can find new clients on board.
Where can financial advisors buy leads?
There are several different lead generation options for financial advisory firms. Before deciding which lead seller to use, make sure you do some research.
How long has the company been in business? Does the company have positive reviews? What happens if you get a bad lead? Do they verify the leads over the phone? How many times are they selling each lead? These are the important questions that you need to ask before deciding on a lead provider.
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How does it work?
The lead generation service finds local people who are interested in getting some investment advice or finding a new financial advisor. When they find someone in your zip code radius (or service area) that needs your services, they will send you an email with the potential client's contact information. It will then be up to you to contact the prospect and set up an appointment to meet. Don't wait too long to call. The longer you wait, the more time they will have to find another advisor.
How much do financial planning leads cost?
The cost of each financial planning lead will depend on the type of services needed and the estimated size of the customer's portfolio.
See how much financially planning leads usually cost in this article.
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How are leads categorized?
When you sign up for a pay-per-lead program, you will need to specify what types of leads you are interested in. Leads may be priced differently based on the type of advisory services that the person is interested in. Leads may be for:
Financial planning
Portfolio and asset management
Education planning
401K Rollover Assistance
Retirement planning
Estate planning
Education planning & 529 Plans
What are the potential benefits of buying financial planning leads?
- Bring on new clients
- Save time
- Generate more business and grow your firm
- Spend less time making cold calls
- Make more money (hopefully)