Are you a frustrated financial adviser or practice owner struggling to generate consistent high value leads?
Would you love to have a consistent and proven system to give you a steady flow of targeted leads every week into your business? All while being 100% compliance dept friendly.
You are in the right place…
We help financial advisers generate leads on Linkedin using done-for-you prospecting. We do all the heavy lifting using our repeatable & proven system, you get 3-5 high value leads per week. Scale your book the right way.
Both single adviser practices and multi-adviser practices.
Focused on cashflow modelling and creating a clear financial plan for their clients.
Covering the full wealth management portfolio.
B2B Service Providers
Includes other relevant B2B service businesses, particularly those in the financial services sector.
What Clients Say About Us
“£17,000 In Year 1 Revenue In Only 8 Weeks!”
The programme was succinct and really simple. I was able to book 16 meetings in one week from the campaign and have added significantly to my assets under management. In only 8 weeks I have generated £17,000 in new year 1 reveneue. One prospect who initially sent an aggressive message reply actually became a client last week! I am very happy to recommend their services to other advisers.
“£20,000 In Revenue & 6 New Clients In 2 Months Without Leaving The House!”
I’ve added about £700,000 in assets under management and my new clients loved the friendly approach. I’ve grown my LinkedIn connections by 10 times what I had before the campaign.
The programme is really easy to follow and Paul’s been great at answering questions and queries throughout. There’s also a really useful facebook group where you’re able to pick up hints and tips from other people as well as sharing your own experiences. If you are on the fence, just do it!
“£100,000 In Revenue In 12 months, Very Happy Indeed!”
We work with a small number of HNW and UHNW clients. Our challenge was getting a stream of highly qualified people in the door. Linkedin was the obvious choice because it is much easier to track success than other channels.
We got around £100,000 in year 1 revenue in a 12 month period. (Excluding trail income) We are very happy indeed, the campaign performed very well. Being specific with our message and the targeting of the campaign is really what made it get great results. My Linkedin connections have also grown from 600 to almost 4000. I would absolutely recommend Thompson Consulting and their lead generation services. In fact I have introduced them to a friend already.
Our clients are spread all across the globe. They range from small practices with a single adviser to larger practices with multiple locations. They are part of some of the largest Financial Advisory networks.
Financial Adviser Marketing: Should You Position Yourself As A GENERALIST Or More Of A SPECIALIST Financial Adviser In Your Marketing?
I get this question all the time from financial advisers, financial planners & wealth managers. Check out the video for the answer. It is one of the big mistakes that I see that financial advisers make.
Here’s the big misconception… Financial advisers = Good marketers It is not that that are not interested in marketing. Or that they do not know it’s importance to their business. It is just that they are highly trained in providing financial advice, maintaining...
You know who they are… Without overworking, over-stressing or spending nights/weekends away from their friends and family “TRYING” to make it work, they add £10M, £20M, even £30M (or €'s) in AUM profitably to their book every year. They take big holidays. Their kids...
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