A first meeting with a prospective client is a significant investment. Leads below your minimum asset threshold, without a genuine planning trigger, or from prospects not in your jurisdiction waste that time. We screen for all three before delivery — exclusively to your practice.
Every financial advisor lead is checked against these criteria before it reaches you.
Indirect asset signals — retirement savings triggers, business ownership, inheritance events, income signals — are used to screen for investable assets above your minimum threshold.
Retirement approaching, business sale, inheritance received, divorce, beneficiary change, major life event — an active planning trigger distinguishes genuine prospects from general enquiries.
Wealth management, retirement planning, estate planning, tax planning, insurance — you tell us which services you offer and we screen to match the prospect's stated interest area.
The lead is the person whose financial situation is being addressed — not a spouse, family member, or third party asking on someone else's behalf without authority to engage.
Leads are geo-filtered to states where you hold appropriate registrations and licences. Regulatory constraints matter in financial services — you don't receive leads you can't serve without additional registration.
Outcome data from your client meetings — engaged, declined, below threshold — feeds back into the model. Lead accuracy improves as the model learns your actual client profile.
Four steps from sign-up to first client meetings. You handle step four — we handle everything else.
Minimum asset threshold, planning triggers you want to target, service focus areas, jurisdictions where you're registered. This is your sourcing blueprint.
Asset signals verified, planning trigger confirmed, service interest matched, decision-maker status checked, jurisdiction verified.
Qualified leads are sent to you — email, CRM, or your preferred system. One lead, one advisory practice. Never shared with another advisor in your market.
Reach out, schedule the discovery meeting, present your services. You're meeting someone who has a trigger event and a real planning need — not a cold enquiry.
Tell us your asset threshold, service focus, and jurisdictions. We'll show you what lead availability looks like for your client profile and what a subscription would deliver.