01 / TARGET
Define the people worth reaching.
We start with the characteristics that make a prospect commercially relevant to your advice proposition: role, seniority, business profile, geography and other agreed criteria.
The Prospect Finder system
FROM TARGET MARKET TO
QUALIFIED CONVERSATION.
A practical acquisition system for advice firms that want the right prospects in the diary — without asking advisers to spend their week prospecting.
The four-stage system
ONE PIPELINE. FOUR DISCIPLINES.
02 / ENGAGE
Create a reason to respond.
Inbound and outbound activity work together so acquisition does not depend on a single channel or a generic list of names.
03 / QUALIFY
Protect adviser time.
Prospects are filtered against the criteria agreed for the campaign before they reach your calendar, reducing weak-fit conversations.
04 / BOOK
Turn intent into a meeting.
The outcome is simple: a qualified conversation placed directly into your diary so your team can focus on advice and conversion.
Why the model matters
NOT ANOTHER LEAD LIST.
Buying names is easy. Building a repeatable route from a defined target market to genuine adviser conversations is harder. Prospect Finder is designed around the entire acquisition journey rather than the hand-off of raw contact data.
That means targeting, message, channel, qualification and booking are treated as connected parts of the same system.