Looking for Financial Advisor Sales Leads?
If you are looking to grow your business with regular new business enquiries we can provide you with sales opportunities. We provide web-based sales leads for Financial Advisors. To put it simply, we advertise using our experience on google adwords, and attract businesses looking for a financial advisor. They enter their details which are automatically sent on to you in real-time to convert. Simple.
What our clients say…..
‘I want to feedback on the service I have experienced, whilst engaging with Professional Leads over the last 8 years as an Independent Financial Adviser’. Firstly, it would be my recommendation to any IFA looking to build their business to engage in lead production from ‘Professional Leads’. The company is an honest and reliable one, there were times when certain leads came through which were of no worth and the client’s integrity was questionable, but having the chance to ‘reject’ these leads with a common-sense approach from ‘Professional Leads’ to accept such rejections, is something very rare from my experience
Adrian James, Financial Advisor Clifton Wealth Partnerships
“Across two IFA businesses we have taken leads from Professional Leads. Their engagement with our end to end processes and working with us on improvements has been really valuable, making them a key function in the generation of new business.”
Amanda Ford, Managing Director – Tenet Financial Services
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What are Financial Advisor Leads?
The premise of our financial advisor leads is very simple. We place people & businesses who have the need for a financial advisor, with a financial advisor in their local area, it really is as simple as that. We do this by advertising on Google in your local area and when people search, they find our websites and fill in one of our online forms. We then take the enquiry and place it with the partner financial advisor in the relevant postcode area.
Features of our leads
- Leads drilled to specific postcodes,
- Real time delivery into your inbox,
- Exclusive sales leads only sold once,
- All leads generated through Google Adwords (no email marketing/telesales),
- All leads pro-actively searching Google for your services,
- Fair Rejection Policy,
- No contracts or tie ins – if you don’t like our leads you are not committed to annual fees.
What’s the Return on Investment?
Return on investment does differ from client to client, and is very much dependent on how quickly each sales opportunity is acted upon, but the key numbers are below (average across all financial advisor clients)
Key ROI Numbers
- Average leads per month – 20
- Contact rate on leads – 83%
- Meeting rate on leads – 27%
- ROI on first-year fees for each piece of business – 370%
- Longer-term and further referral ROI – unlimited
We also now have an in-house qualification team who are able to book the meetings for you, to save your busy schedule.