Tired Of Overpaying For Leads That Turn Out To Be Tyre Kickers?
We Help Pension Advisors Get Consistent Highly Qualified Clients On Autopilot
Trusted By Professional Service Businesses Across The UK...
Callum - Apex Financial Planning
Closed his first £100k in Week 1
Highly Qualified Leads for less than £150 each
More Time For What He Loves
Sat Around Waiting For Referrals?
Everyone loves a referral. However, they’re an inconsistent, long term solution for building your AUM.
Overpaying For Cold, Unqualified Prospects?
You pay £150-£250 to a directory site that simply passes you a name and phone number. Leaving you to cold call an unsuspecting member of the public.
Waking Up At 6am To Go To Your Next BNI Meeting?
Wouldn’t you prefer to simply speak to prospects who are actually expecting your call?
Most Lead Gen Focuses on the 3% of People Ready to Buy. We Unlock the 97% Who Aren’t Even Looking Yet.
While other lead generation sources for financial planners rely on the small portion of the market actively Googling that service. We go out into your local market and find prospects who want to work SPECIFICALLY WITH YOU.
Attract Highly Engaged, Qualified Leads That Meet Your Minimums
The secret to attracting your dream clients has been right under your nose all along. It’s you! We harness your unique personality and expertise to attract prospects who want to work with you. Not your firm.
Book Meetings Without Lifting A Finger
Getting prospects on booked calls in 2025 requires you to be lightning quick. We handle all the lead nurture and follow ups to qualify your leads and book them into your calendar.
Establish Yourself As Number One In Your Area
While your competitors continue to hammer the same old tactics they’ve used since the dawn of time. You’ll breeze ahead with a system built on modern, tried and tested lead generation techniques.
We’ve successfully navigated the compliance teams of:
We’ve Helped Businesses All Across The Country Explode Their Growth
Refundable Set Up Fee
Everyone’s compliance team is different. If we find that they won’t let us set up our system the way we need to, we’ll refund you 100% of our set up fee.
Exclusive Leads
We only work with one advisor per 25 mile radius. Ensuring you’re not competing with anyone else for your leads.
£200k AUM in 90 Days
If we don’t drive you leads to the total value of £200k AUM in our first 90 days. We’ll refund you our retainer and any performance bonuses.
Ready to start stacking up the AUM? Book a call with the team to find out exactly how we’ll help you do it.
No hard sells. No dodgy psychological tricks to get you to buy. Just speak to a member of our marketing team who will take you through our process so you can see if it’s right for you.
When you work with us you don’t pay a lump sum for some leads. You work with us on a month by month basis to build a marketing system around yourself as an advisor. We also qualify and book any relevant leads into your calendar for you.
Our system is scalable and provides leads of a much higher quality.
From what we understand of our competition, they choose to rely on cheap appointment setters (often based overseas) to essentially spam call the leads in an effort to get them on the phone and then qualify and book an appointment with you, the advisor.
We take a softer approach. Our trained AI reaches out to the lead within 5 minutes of them submitting on your enquiry form. It engages them in a conversation via text, seeks to find out if the lead meets your requirements and then books them into your calendar in an organic, conversational way.
With each financial advisor/firm we work with, we work hand in hand with their compliance department. We ensure everything we do is signed off before we launch anything.
When it comes to our AI, we have thoroughly trained it on the FCA’s own guidance and we test each advisor’s AI before we connect it to your marketing funnel. Plus, we monitor all AI conversations daily to ensure no compliance breaches.
