Financial Adviser Leads – MICRO Pack

Here’s what you get:

  • 10 leads per month
  • Branded landing page
  • CRM log-in
  • Smartphone app
  • Geo-targeted to your city/region
  • Basic lead alerts
  • Online chat support
  • 1 x auto responder email to leads
  • Custom phone scripts
  • Lead management guide
  • Access to ‘Wealthify Academy’ site
  • MINIMUM 3 MONTH CONTRACT (see below)

PRICE: $2,240 per month + $695 set-up fee

$2,240.00 / month and a $695.00 sign-up fee

SKU: micro fin advice lead-1 Categories: ,



Three month contracts on small monthly lead volumes are part of our new Rewards Club program. Please download the Rewards Club Info Pack to find out more.

If you need financial adviser leads in a hurry, then our ‘pay as you go’ lead generation subscription is the answer.

Wealthify has put all the pieces together, and will manage the entire lead generation process for you as a subscription service. With our MICRO Pack you’ll get financial adviser leads generated in the name of your business, delivered straight to your inbox!

How do we do it? We use in-house templates and strategies proven to work on Facebook and Google over countless campaigns, and provide the core digital marketing competencies required for success:

1. Creative direction
2. Copywriting
3. Web Design
4. Conversion optimisation

In our experience, financial advisers are good at providing advice but most struggle with the skills required to generate financial advice leads. It’s no wonder then that many advisers who have a go themselves fail, then give up in frustration unable to pinpoint why.

If this sounds like you, or your simply don’t have the time to generate your own leads, Wealthify can help. Financial advisers can now avoid the capital cost of establishing a lead generation infrastructure and instead simply ‘rent’ by the month all the elements required for successful online lead generation:

  • Landing page templates
  • Ad copy & campaign management
  • FREE Gift ‘lead bait’
  • Auto-responder messages
  • Customer Relationship Management (CRM) platform


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