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Financial Planning Leads Generation – MAXI Pack

$5,920.25 / month and a $695.00 sign-up fee

Here’s what you get:

  • 35 financial planning leads per month
  • SMS-validated mobile numbers
  • Up to 10 data points on every lead
  • 100% exclusive lead ownership
  • Branded landing page
  • CRM log-in
  • Smartphone app
  • Geo-targeted to your city/region
  • Branded eBook FREE download
  • Re-marketing available
  • Exit overlay option
  • Phone support
  • Custom phone scripts
  • Lead management guide
  • Access to ‘Wealthify Academy’ site
PRICE: $199 per lead

2 in stock (can be backordered)

SKU: finplan leads maxi 35 Categories: ,

NOTE: lower prices on financial planning leads are available for three month contracts as part of our Rewards Club program (50% discount off set-up fee + 15 x Bonus FREE leads). Contact us for the coupon code to claim your discount.

Wouldn’t it be great if your business could subscribe for Financial Planning Leads ‘by the month’, just like you do for music and movies at home?

Well now you can. Get fresh mortgage leads on demand, with Wealthify’s financial planner lead generation subscriptions.

Whether you are a financial planner, or a financial adviser dealer group, you can now ‘rent’ by the month all the necessary elements required for successful financial planning lead generation:

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

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

If you’ve tried Facebook or Google advertising and it didn’t get results, you’re not alone. Any business can pay to advertise online, but generating real financial planning leads from that advertising is much, much harder. It’s a very specialised skill that requires years of digital marketing experience. In fact, effective financial planning lead generation requires a high level of competency in at least four disciplines:

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

If you get even one of these elements wrong, your financial planning lead generation efforts will really struggle. It’s no wonder then that most financial advisers and dealer groups who have a go themselves fail, then give up in frustration unable to pinpoint why.

Wealthify Financial Planning Lead Generation subscriptions are the answer.

NOTE: a one-off set up fee of $695 applies (unless you have a coupon code for discount)


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