Lead Types We Generate

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Following are the categories we generate leads for:

• Fee-only Financial Planning
• AUA & AUM Financial Advise
• General Wealth Advise
• Portfolio, Asset, and Investment Management
• Education & College Planning
• Estate Planning
• Tax Planning
• Insurance Planning and Management
• Pension & Retirement Planning
• Debt Management

Frequently Asked Questions

How do you generate financial planning leads?

Leads are generated traffic through either SEO or paid search campaigns (exclusive to you) on Google Ads, Microsoft Advertising, and Facebook Ads. Microsoft Advertising is a service that provides pay per click advertising on the Bing, Yahoo!, and DuckDuckGo search engines.

All qualified leads are exclusive to you, they are not sold to multiple buyers. We even include the customers IP address to confirm uniqueness.

We help you generate financial planning leads through our following websites:

• Best Financial Planners in India 🇮🇳
• Best Financial Planners in South Africa 🇿🇦
• Best Financial Planners in Canada 🇨🇦
• Best Financial Planners in Middle East 🇦🇪
• RiaFin Financial Planners Directories

How much does it cost to generate financial planning leads?

Our prices are very affordable and 100% sure they provide you 10x value.

See our pricing plans

What benefit will I get by becoming your paid subscriber or member?

By becoming a paid subscriber or member you get following benefits:-

• You get listed on our premium "Financial Planner Listings" websites
• You get a dedicated inbound leads qualifier
• You get 25% discount on our Ads Management Fee for your PPC targeted ad campaigns
• You get FREE access to many paid tools for financial planners
• You get hefty discounts on many financial planning industry relevant tools
• Many other benefits

All paid subscribers or members receive exclusive qualified leads, however, there is no guarantee on the number of leads.

Example - Suppose, you are on the value plan and received 120 exclusive qualified leads last year and at 30% conversion rate 40 leads got converted into customers at an average AUA of $30,000USD. If you charge 1% fee based on AUA then your return on investment is approx 3x.

What is the conversion rate?

As all prospects have themselves undertaken a search online to find a financial adviser thus the conversion rate typically depends upon you. We expect zero to 5% of validated leads and 5% to 40% of qualified leads to get converted to a customer... the rest is up to you!

What is the difference between a validated vs qualified lead?

A validated lead is a prospect that has not been contacted yet, however, the email address or phone number has been verified and validated.

A qualified lead is a prospect that has been contacted by our inbound call center team post leads fills a contact form on our website(s) and the data filled by the lead in our questionnaire(s) has been qualified whether correct or not along with the interest and urgency of the prospect.

How many leads will you generate per month for my financial planning firm?

There is no fixed number of leads generated per month. However, we usually receive validated leads in 1000s per month.

What data will I receive in the lead?

You will receive name, pincode (postcode, zipcode), telephone/mobile number and email address of the client as well as the type of advice required. If you are a subscriber then you will receive a complete leads management dashboard (part of CRM tool) as well.

Why shall I hire you when I can generate leads myself for my financial planning firm?

We understand there must be many times when you must be asking why pay us when you can generate leads yourself through your website, however, you must understand joining or getting-listed on 3rd party websites such as RiaFin, Google Local, Yelp, etc. increase your client's trust in your financial planning services. How - when you are spending money on your business then it means you are serious about it and you are in the market to provide top notch services by building your brand.

See our brands