Hot leads for financial advisers.
A adviser's calendar is the scarce resource, so we do not fill it with curiosity. We reach business owners and finance leaders who asked for a conversation about their company's finances, pensions or treasury - and hand you their words before you pick up the phone.
Not a job title — a person with a problem.
Owner, CFO, company director or the pension-scheme trustee at the client's business.
Adviser marketing is supervised in most markets, including Sweden. Every message we send must be one you could show your regulator: factual, clearly identified, and free of promised returns. Tell us your rules and we work inside them.
Your ideal client, in one paragraph
Companies with real finance to plan: growing owners with employees, pension schemes to consolidate, treasury to place, or a life event coming up that changes their needs.
In financial advisors & wealth management, a lead looks like this.
We only bill a lead once a person has replied with something that counts as interest. Here is what we look for in this field.
- Booked an advisory conversation
- Asked what a mandate would cost
- Requested an introduction to a specific adviser
- Asked to be contacted after a liquidity event
Campaign angles that fit this field.
Outreach only works when it says something true about the specific company. These are the approaches we run for this industry.
Employer-pension outreach to companies with a scheme left unmanaged
Owner-focused outreach where a company is scaling and personal finances are entangled
Search ads on planning questions your firm actually answers
Every lead is priced between $5 and $50 by how hot it is; the ranges on these pages show where leads in that industry usually land on that scale.
Estimate your monthly costNo page views, no scraped contact records, no form fills that went nowhere, no ad spend, no setup fee and no retainer.
How pay per lead worksQuestions financial advisors & wealth management teams ask before they start.
Also popular with teams like yours.
Hot leads for financial advisors & wealth management start this week.
Tell us who you want to reach. We run the outreach and you pay $5–$50 only when an interested business is delivered.