| 3 Month Prepay Trial | Single Partner Practice | Regional | National |
|---|---|---|---|
| FUM | FUM | FUM | FUM |
| £250k | £1m | £5m | £20m |
| Leads per month | Leads per month | Leads per month | Leads per month |
| 10 | 10 | 50 | 200 |
| COST PER MONTH | COST PER MONTH | COST PER MONTH | COST PER MONTH |
| £1,380 | £1,500 | £7,500 | £30,000 |
| 3 MONTH COST | YEAR 1 COST | YEAR 1 COST | YEAR 1 COST |
| £4,140 | £18,000 | £90,000 | £360,000 |
| 3 MONTH REV | YEAR 1 REV | YEAR 1 REV | YEAR 1 REV |
| £7,500 | £30,000 | £150,000 | £600,000 |
| TRAIL LIFETIME VALUE | TRAIL LIFETIME VALUE | TRAIL LIFETIME VALUE | TRAIL LIFETIME VALUE |
| £33,750 | £135,000 | £675,000 | £2,700,000 |
| FUM RESALE VALUE | FUM RESALE VALUE | FUM RESALE VALUE | FUM RESALE VALUE |
| £9,375 | £37,500 | £187,500 | £750,000 |
Taking the leads was the best business decision i’ve made .. I’ve had 22 leads so far & it looks like I will be doing business with 12 of them. Overall I am astonished at the quality of the leads .. thank you for all you’re doing.
SJP Partner, March 2022
Latest MI from 2000* leads
Q4 21 / Q1 22
Contact Rate: 90%.
Appt Booked from contacted: 63%. Appt Booked from all leads: 57%.
* multiple partners
High intent web leads delivered in real time from our online partner portal to both yourself & the consumer.
- Each lead is a consumer actively searching the web for financial/pension advice.
- Cost effective, predictable Growth Scaler. Build your client base & your funds under management.
- Proven model of success. Demonstrable metrics/MI.
- Proven source of referrals.
- Knowing you have a guaranteed number of high quality leads each month gives you the confidence to plan ahead in terms of cashflow, recruitment & infrastrcture.
Our Commitment to you
- Advice type filtered – only pay for the types of leads you want.
- Consumers interested in the products and services you provide.
- Verified contact details.
- CMS/Marketing Software Integrationinto your email or marketing automation software.
- Pay per lead, no contract tie-ins, 24 hour notice to start, pause or stop leads.
- Regular, reiliable, scalable adjustable volumes.
- Best in class Customer Service.
- We specialise in high quality customer acquisition specifically for the financial market. We are able to draw on over 50 years experience in performance marketing combined with our in house algorithms to facilitate the objectives of financial advisors and those seeking advice for a range of financial services.
- Being so niche and using the latest advances in tech and innovation, our team of data analysts, creatives, and client support experts streamline the process of delivering real clients in real time directly to our partners.
- We work with you to specify your criteria, with no upfront financial commitments or memberships. We are fully compliant with GDPR policies and provide flexible contracts to suit the needs and size of any financial business, making partnership with us worthwhile.
Services
Learn more
We specialise in high quality customer acquisition specifically for the financial market.
Your growth partner
High intent web leads delivered in real time from our online partner portal to both yourself & the consumer.
How we do it
Using the latest advances in tech and innovation, our team of data analysts, creatives, and client support experts streamline the process of delivering real clients in real time directly to our partners.
Technology
Our people and our proprietary technology enable us to create cohesive customer acquisition strategies that maximise growth and ROI for our partner businesses.
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