Many IFAs, financial planners and advisers support their client acquisition activities by using lead generation companies. But an increasing number of financial advisers report dissatisfaction in the number, process and quality of leads, leaving many wary about the viability of working with lead providers.
In my interview with Sam Perry, founder of specialist lead generation company A-Point Marketing, we look at the current market for leads and the importance of managing advisers’ expectations around this source of new clients. Sam believes that working much closer with financial advice firms is increasingly important, and that a much more bespoke approach will minimise dissatisfaction and time wasted in sifting through unwanted enquiries.
Sam says “We only want to give you high quality appointments that have the best chance of converting to written business. And because we only get paid if our conversion rates reach an acceptable minimum, you can be sure we strive to maximise them. And because we are interested in building long term relationships, we make every effort to give you the kinds of appointments you want – based on your exact requirements.”
To learn more, visit A-Point Marketing at https://www.a-point.co.uk for a free consultation.
And if you are a financial adviser who is unsure about how well your marketing and lead generation is positioned, take our free Financial Adviser Marketing Health Check at https://financial-adviser-marketing.scoreapp.com
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