Leads For Financial Planners
FAQ Sheet for Find Financial Planners
Why do we do what we do?
We believe that every person has the right to meet with the correct financial Planner to help protect their future and get assistance to grow their wealth.
We believe that you need to spend your time helping people achieve their financial and wealth goals not spending tons of money on hit and miss marketing that may or may not give you your ideal clients.
How do we do it?
We have robust systems and processes that allow us to carefully vet the sea of Financial Planners in Australia for those with the most appropriate qualifications, the closest match for the financial planners skills and experience, work with the highest level of honesty and integrity and provide the highest levels of customer service to their clients.
We have enquiries every day from people looking to find the very best Financial Planner for their needs that we qualify, verify and book an appointment with the best match we can.
What do we do?
We have an optimized demand generating system that sources, identifies, qualifies and verifies sales ready opportunities that we then supply to appropriate Financial Planners that meet our standards.
What we are
We are a company that specializes in providing Sales Ready Leads to approved Financial Planners
A Qualified Lead, or Sales Ready Lead, as we categorise them, is a lead who:
- Has shown intent to buy by making a direct search for the product or service from our various marketing ad client acquisition sources
And or they have:
- Contacted us with their interest often by filling in a form on one of our sites, emailed us or called us (no we do not cold call the white pages for customers).
- Their details have been validated by one of our team and quite often we book the appointment for you with your new sales ready lead at the time we are on the phone to them.
This means that these leads are definitely interested in a Financial Planning service, they have taken the time to provide us with their current situation and needs, they have requested to meet with a Financial Planner, and, their contact details are correct.
We see these leads as a great opportunity for your businesses because the customer has a strong intent to buy. From analysing data over several years we have found that when these Qualified or Sales Ready Leads are contacted quickly there is a much higher success rate, so we recommend that you follow up swiftly.
We are Find Financial Planners Pty Ltd, a Company that has been operating across Australia since August 2015.
What we are NOT!
- We are not an advertising agency
- We are not a Financial Planning Business – no we are not in competition with you
- We do NOT offer Financial Advice
- We are not willing to accept just any Financial Planner as one of our trusted referred advisors
Do we charge a fee?
Yes, we are a commercial business just like you. We charge an up front purchase price per sales ready lead and then a commission when you make the sale and a commission on all trails for the life of the client.
We would be pleased to meet with you and discuss this in far more detail so you can determine whether its worth your investment.
No more will you need to throw money at marketing that may or may not work. We share the risk and the rewards with you so its in our best interest to provide you with a sales ready lead that is more likely to convert to a sale.
Do you get support?
Absolutely you get support.
You are allocated a dedicated client relationship manager that will guide you through the process from your initial enquiry and if we accept your application will help you every step of the way.
We have robust systems and processes that its critical that we all follow. We train and support you through them so we can work best together and support our clients that you are given the introduction to.
What do we expect of our Financial Planners?
First and foremost we expect honesty, integrity and transparency at all times both with our clients that we give you access to and with us.
We expect you manage our joint calendar and CRM with us in full and on time.
We expect you to meet your financial commitments as clearly laid out in the letter of engagement that we all sign before starting.
What is the next step?
Simply fill out the expression of interest or contact us form and we can have a chat to see if we are all a good fit together.