Financial Advisor LinkedIn Leads
We specialise in lead generation for financial advisors and mortgage advisors, helping you connect directly with prospects. Our services cover a range of lead types, including retirement planning prospects, home owners, and business owners, allowing you to grow your client base with targeted leads.
As experts in financial services, we draw on our directors’ careers in financial advice and the wider industry to provide effective lead generation. Unlike other lead providers, we don’t just deliver leads that you convert or lose immediately. We help you warm prospects over time, build trust, and continue to market to those who aren’t ready to act right away, creating opportunities for future conversions.
High-Quality Leads
Our lead qualification process ensures you receive only high-quality, relevant leads.
Exclusive
We provide exclusive leads to give you the edge in your marketing efforts.
Targeted Based On Your Needs
We focus on your ideal client demographics, including location, financial needs, and preferences.
How does it work?
Connect with identified LinkedIn prospects, sending direct messages to them, whilst you release content from your personal LinkedIn account.
Identify who you want to contact
We work with you to identify what type of person or business you want to connect with. We then use our tools and eye for detail to further refine this.
Select your messaging technique
What makes you successful, is you, your voice, your message. We outline what contact content you can send, but ultimately it’s your message. We use our expertise to ensure it’s on track.
Review your personal profile
Before starting, we will review your profile and provide feedback for you to take. Your profile content will impact your connection success rate.
Sit back and wait for your leads
Once the previous steps have been taken, we will start the connection and contact process. You can then sit back and wait for your connections enquiries to come to you.
Lead Customisation Options
Specify your preferences, such as the type of client you wish to connect with (e.g. likely age range, personal / business clients, geographic region). We tailor the lead generation process accordingly.
Due to FCA DISP rules, many advisors prefer connecting with business owners. You can target any business within your area or focus on specific introducers like accountants or solicitors.
Pricing
Our experience shows that 15% to 30% of connection requests are accepted initially, depending on the quality of the content you post. By the end of the first year, you could potentially build a new audience of over 1,000 to 2,000 people.
To learn more about our subscription and package options, please book a call.
FAQ
Can we stop and start this process?
Yes, you are able to do this at any point in time. Naturally any pauses will limit the amount of connections you can acquire
How many people can I contact?
We can provide an audience based on your requirements and are able to send in the region of 7,500 connection requests each year.
How many connections can I get?
Our experience sees 15% – 30% of connection requests accepted at the first request, depending upon the content you post. So by the end of year 1, you could have a new audience in excess of 1,000 – 2,000 people.
Who can I contact?
Whilst within reason you can make connection requests to whoever you want, many limit their contact requests to business owners due to FCA DISP rules.
Who sends the requests?
We are able to send requests on a daily basis and you won’t have to do anything. Depending on the service you choose, you can either respond to messages that are sent to you. Or we can respond for you.
What content can I release?
That’s up to you – it’s your LinkedIn profile so you are in control and can release whatever you like.
Want to find out more?
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