BUYING FINANCIAL ADVISER
LEADS: WHAT TO CONSIDER.

WHAT ARE YOU ACTUALLY BUYING?

A purchased lead may be exclusive, semi-exclusive or offered to several firms. Those models create very different prospect experiences and competitive dynamics. Before buying, establish who generated the enquiry, what the prospect consented to and whether another adviser may receive the same opportunity.

Cheap contact data is not automatically cheap client acquisition. Adviser follow-up time and weak-fit meetings are real costs even when they do not appear in the headline lead price.

AN ALTERNATIVE TO BUYING A DATABASE.

Instead of purchasing individual enquiries, an advice firm can build acquisition activity around its own target market. That gives the firm more control over audience, proposition, qualification and the journey into the diary.

Prospect Finder uses targeted inbound and outbound activity to create qualified conversations rather than treating a lead as an isolated contact record.

COMPARE QUALITY BEFORE PRICE.

Ask whether leads are shared, how consent is captured, which criteria are used to qualify prospects, how quickly enquiries are delivered and what happens when an opportunity is outside the agreed profile.

Most importantly, compare providers on the outcome your firm actually needs. Cost per qualified conversation can be more informative than the lowest advertised cost per lead.