★★★★★
“Consistently high quality”
“Prospects that are genuinely relevant, well-profiled, and aligned with my target client base.”
Andrea Dardi · Trustpilot
The growth engine behind ambitious financial advisers
YOUR PIPELINE.
HANDLED.
We find, engage and qualify the people you want as clients — then put the right conversations directly into your calendar.
Pipeline systems online
01
Acquire
02
Qualify
03
Book
Trusted by advisers at
St. James's Place
Quilter
THE OPENWORK PARTNERSHIP
SALTUS
AFH
M&G
01
Built by people who understand advice
STOP BUYING NAMES.
START BUILDING A PIPELINE.
A list of leads is not a pipeline. Prospect Finder was built from first-hand experience of financial advice — so the system is designed around one outcome: commercially viable conversations with people you actually want to advise.
01 / INBOUND
Make them
come to you.
Targeted campaigns create genuine interest from the right audience, with automated follow-up turning that interest into booked conversations.
02 / OUTBOUND
Go where
they are.
Precision outreach to CEOs, business owners and experienced professionals — handled end to end, without turning your week into a cold-prospecting grind.
02
The acquisition machine
FROM COLD MARKET
TO BOOKED MEETING.
One acquisition system, four jobs: target the right people, create a reason to engage, qualify for commercial fit, then put the conversation in your diary.
You advise. We build the pipeline. The journey below shows exactly what happens between a cold market and a qualified meeting.
Prospect Finder / acquisition flow
TargetRight people
EngageCreate intent
QualifyFilter hard
BookInto diary
Find the people worth speaking to.
The system starts with precise targeting, not spray-and-pray lead lists.
Your calendar
PF / live
MON17
TUE18
WED19
THU20
FRI21
09:00
10:00
11:00
12:00
13:00
Qualified prospect call
Prospect Finder · 45 mins
03
Client proof
DON'T TAKE
OUR WORD FOR IT.
ANDREA DARDI / COLEMAN WEALTH
“Prospect Finder clearly stands out as one of the strongest providers in the market, offering excellent value for money and a level of consistency that is difficult to find elsewhere.”
Andrea DardiColeman Wealth
Customer story / Quilter
“The cost is irrelevant when the quality is as high as it is.”
Yitz SandlerFinancial Adviser, Quilter
04
Independent proof
THE INTERNET
HAS RECEIPTS.
Real advisers. Real opinions. No polished corporate case-study language. Just people explaining what happened when they actually used Prospect Finder.
When the claim is “we can build your pipeline”, the strongest thing we can do is put the proof right next to it.
★★★★★
“A very refreshing approach”
“The quality of the leads have also been better than I have received from other firms.”
Ameeta · Trustpilot
★★★★★
“Started converting straight away”
“I was initially skeptical about quality but was highly impressed.”
Ben Sassoon · Trustpilot
★★★★★
“Fresh and modern”
“The leads are high quality, and he gives me great guidance on how to handle them effectively.”
Nadia Enver · Trustpilot
★★★★★
“Constant stream of qualified leads”
“The Prospect Finder does exactly what it promises to do.”
Yitz Sandler · Trustpilot
5★
Independent adviser proof
01
End-to-end acquisition system
4
Target · Engage · Qualify · Book
05
Hear it from the advisers
DON'T READ THE PROOF.
WATCH IT.
Hear directly from advisers using Prospect Finder — in their own words, on camera.
No scripts. No stock footage. Just advisers explaining the experience and the quality of the opportunities they received.
06
Built for the right advisers
WE'RE NOT FOR
EVERY ADVISER.
Prospect Finder is built for advice businesses that want a repeatable acquisition channel — not another batch of names to chase.
01
You have capacity to take on new clients.There is little value in generating demand you cannot service.
02
You know the type of client you want.Clear targeting creates better conversations and better economics.
03
You value quality over raw lead volume.The goal is commercially viable meetings, not vanity numbers.
04
You want a system, not a one-off campaign.Inbound and outbound work together to create a more dependable pipeline.
FAQ
Before we talk
THE QUESTIONS
WE GET MOST.
What type of prospects can you target?+
Campaigns can be built around the types of people most relevant to your advice proposition, including business owners, senior professionals and experienced corporate decision-makers.
How does qualification work?+
Prospects are filtered against agreed criteria before they reach your diary, helping protect adviser time and reduce conversations with weak commercial fit.
Do you use inbound or outbound marketing?+
Both. Prospect Finder combines targeted inbound activity with precision outbound prospecting so the pipeline is not dependent on a single acquisition channel.
Where do the meetings go?+
Qualified conversations are booked directly into your calendar so your team can focus on the advice and conversion process rather than prospect chasing.
How much does it cost?+
The right structure depends on your target market, required volume and acquisition strategy. The strategy call is used to understand the economics of your advice business before recommending an approach.
07
The people you're trying to reach
THE PEOPLE YOU WANT
TO ADVISE ARE OUT THERE.
Our targeting helps advisers reach senior professionals and decision-makers at companies like these.
Salesforce
Amazon
Spotify
Deutsche Bank
EY
EY
Google
Deloitte.
Deloitte
HERMÈS
PARIS
Hermès
Ready when you are
YOUR NEXT CLIENT
IS OUT THERE.
BOOK MY STRATEGY CALL ↗
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