Speak with an expert
Speak with our team members to see how we can help your business grow.
Your questions answered
Common questions
How many leads can I expect each month?
We customize lead volume based on your capacity and growth goals. Rather than overwhelming you with quantity, we focus on delivering a manageable number of high-quality leads that your team can effectively pursue but at the end, the number of leads you get is up to you.
What is your pricing structure?
Our pricing is based on lead type, exclusivity, and volume. We usually provide a custom price based on your needs. the best way to know is to schedule an appointment with our team.
How are your leads delivered?
We offer flexible delivery options including direct integration with popular CRMs (Redtail, Wealthbox, Salesforce), email notifications, or live call transfers. Each lead includes complete contact information and a detailed profile of the prospect’s financial situation and needs.
How are your leads different from those provided by other services?
Our leads are exclusive, pre-qualified specifically for financial services, and come with detailed profiles that include financial situation, goals, and concerns. Unlike generic lead providers, we understand financial industry regulations and ensure all our lead generation activities are compliant.
Do you offer exclusivity for my geographic area?
Yes, we offer territorial exclusivity options for advisors and agents who want to be the only recipient of leads in their specific geographic area. This is determined based on zip codes or counties depending on population density.