How is lead generation the answer to your problems?

Let's face it, as the years go on, we're becoming a more technology-driven world, so while calling your family & friends might get you some results here and there, is this method of contacting your warm market actually sustainable long-term? No, not for the majority of financial reps.

The world is changing, that's a fact. Either adapt with the changing times OR face a very likely chance that you lose to your competitors over the upcoming months & years.  

This is where lead generation comes in. Whether you want to...

  • Save time each week
  • Get consistent responses from your prospects
  • Be able to measure your results
  • Automatically build your own exclusive database of contact information

...lead generation will make your life easier. 

WHY should you work with our firm?

We know what works. Period. Meaning, we know how to consistently bring you never-ending new business opportunities.

You know how we mentioned that lead generation will make your life easier? We're talking from first-hand experience. Our process that all clients follow is the exact process that helped us scale to a multiple 6-figure digital marketing firm, and we'll continue to grow because of this process. 

Additionally, since we have been financial advisors previously, we understand your pain. Probably just like you, our team members did not grow up rich, so we didn't have large warm markets (family, friends, etc.) to tap into for referrals in order to close new business. We had to figure out a way to succeed by taking an entirely cold market and converting them into paying customers.

Since the end of 2019...

  • Our clients have sent over 113,800 prospecting contacts on LinkedIn with an average 26% acceptance rate and a 54% response rate
  • We've collectively made over 32,500 prospecting contacts on LinkedIn as a team, and now have a process that gets us a 60% response rate from qualified leads
  • We’ve been on over 2,500 hours of calls with different financial reps

...so we like to think we know a thing or two about how to effectively prospect.

If you're ready to take your business to the next level, reach out to us and we'll get things started. 

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