A North West IFA was buying shared leads that rarely converted. We replaced that with exclusive, qualified pension leads through a two-stage Google and Meta funnel, automated grading, and instant follow-up. Within six months he had acquired 18 new clients with an average asset value of £210,000.
This North West IFA had been buying shared leads from two different providers for over a year. The experience was consistently poor – leads were shared between three or four advisers, contact details were often wrong, and the prospects frequently had assets well below the firm’s minimum threshold. The adviser estimated he was converting fewer than 5% of purchased leads into clients.
He wanted exclusive, qualified pension and retirement leads from people genuinely looking for advice, not generic time wasters accumulated from a generic comparison site.
“The difference between these leads and what I was getting before is night and day. Every lead is exclusive, they have already told me what they need, and most of them actually have assets worth advising on. I have cancelled both my other lead providers.”
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