Scale Your Financial Planning Practice

With The HIGHEST Quality High Net- Worth Clients With Guaranteed 50+ Leads Per Month.

"Helping Financial Planning Practices Add An Extra $20MM to $30MM Per Year In New Assets Through A Partnership Focused On Strategic Paid Advertising And Effective Growth Planning"

What to Expect from Your Exclusive High Quality Leads

Pre-Qualified Leads:

For Approval Eligibility

We qualify leads using quiz forms that screen potential customers for investable assets, household income, current liquidity, and much more!

Contact Info Verification:

Verified Email & Mobile Phone

Our forms use a real-time email verification API & an SMS verification code system to verify the lead's email address & mobile phone number so that you don't waste time on bad leads or unresponsive contact methods.

Email & SMS Automation:

≈ 50% Response Rates

All leads receive an exclusive intro to your business via an email and text message that include your phone number and appointment link. Approximately 30% of all leads will book directly into your calendar.

Benefits of Working with Our Team:

Guaranteed Lead Volumes:

Get Qualified Prospects

With our service, you pay a fixed price per lead which gives you cost certainty and reduces the risk of losses.

Monthly Lead Volume:

Choose From 50 - 100

Get started with as little as 50 leads or scale up to hundreds per month. We offer lead volume on-demand.

Outsourced Service:

Save Time & Resources

All ad spend, marketing software and campaign management are all included in the price per lead. No extra fees!

24/7 On-Call Service

Our dedicated account managers are on standby 24/7 to provide emergency support and act quickly should circumstances change. We’re just a call away if you need us.

On Time, Every Time

We are committed to delivering your leads securely and on time. That’s why we offer a lead guarantee. We will deliver leads on time, or we will compensate you for every day we are late.

Precise Qualification & Analytics

All our campaigns include an intense information gathering system, so your client data is always qualified. With a simple call to your account manager, we can get your leads right down to the exact specifications you're looking for.