Financial Planning Leads Generation – MAXI Pack

Here’s what you get:

  • 35 financial planning leads per month
  • 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
  • Up to 2 x auto responder email to leads
PRICE: $199 per lead + ($695 one time
set-up fee)

$6,965.00 / month and a $695.00 sign-up fee

2 in stock (can be backordered)

SKU: finplan leads maxi 35 Categories: ,


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.


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Are your Financial Advice leads genuine?

Yes they are. All Wealthify financial planning leads ‘opt in’ voluntarily and must a) answer screening questions and b) validate their mobile phone number before becoming a lead for you. If they don’t answer all the questions and verify their number they don’t become a lead.

That’s not to say however, that every lead is ‘ready to transact’ right at this very minute. Targeting leads by where they are in the ‘buying journey’ is impossible. Any other financial adviser lead generation company who says they can do this is full of ‘BS’.

How are you different to other Financial Services Lead generation companies?

In the world of lead generation, you get what you pay for. Wealthify is a premium financial services lead generator:

  • All lead quotas are guaranteed (if you pay for 20 leads, that’s what you’ll get)
  • We collect more data on each lead (up to 7 fields of information)
  • We use mostly Google (Facebook mortgage leads are notoriously disengaged)
  • All leads are generated under your brand name
  • Dedicated account manager + support help desk
  • We NEVER recycle or re-sell leads

Operating since 2016, we have generated thousands of leads and run campaigns for hundreds of mortgage brokers & financial advisers. We’ve done workshops and webinars with the MFAA, and many aggregators. We’re not perfect (who is?), but we are reputable, experienced and competent. We care about the result you get and will work with you to help ensure you get a good ROI.

Why are your Financial Adviser leads more expensive than others I have seen advertised?

See question 2, above. Yes you will find cheaper options than Wealthify leads in the market if you look hard enough – we’re not for everyone. But most likely those leads will be generated mostly from Facebook with only a name & email, & non-validated mobile number or ‘recycled’ from old databases.

If you are looking at other (cheaper) options, do your research & ‘buyer beware’ If it sounds too good to be true, it usually is.

Where do you get your Financial Advice leads from

We primarily use Google Ads to drive web traffic that gets turned into leads for financial advisers (you). Any experienced lead generator or digital marketing agency knows leads from Google are generally way more engaged than Facebook leads, and more likely to be actively looking to use your service.

How do you generate your leads for Financial Advisers?

  1. We build a high-performance branded landing page for you
  2. We drive targeted traffic (from Google) to the page
  3. They have to answer all 7-8 questions and verify their number via SMS pin code.
  4. You then receive an email notifying you of your new lead.

Then it’s your job to call them ASAP and convert 😊

Where are the Financial Planning leads located?

You choose! We can geolocate your leads anywhere in Australia usually down to a 15 km radius.

How long does it take to get the leads flowing?

As soon as we go live with the campaign and depending on the type of campaign, we are running, its normal to get your first leads that day.

Do the leads know they’re going to get a call from a Financial Adviser?

Yes they do. When they verify their mobile number a message on screen alerts them they will be getting a call from you. Our system also sends them an email to same effect, so it’s unlikely they will miss both.

What type of financial advice are your financial planner leads looking for?

You will get a mix of the market that typically includes people looking for help with one or more of the following:

  • Superannuation
  • investment advice
  • wealth creation
  • pre-retirement planning
  • personal risk insurance

What if I specialise in a niche area of financial planning or I want to target a particular product. Is this possible?

Yes this is possible but this will require a ‘custom campaign’ and fees might be different depending on search terms traffic, and volume of leads your looking for.

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