Financial advisor lead generation for business growth

As a financial advisor, your success relies on connecting with clients who trust you to guide their financial future. Our lead generation services help financial advisors find and connect with high-quality prospects. By targeting individuals and businesses seeking financial advice, we help you build meaningful relationships and grow your practice with confidence.
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$3.9mil
Client revenue
generated
18,210
Leads generated
for clients
127
Happy
clients
A person looking at a phone sitting at a desk explaining the need for financial advisor lead generation

Why financial advisor lead generation matters

In the competitive financial advisory field, finding clients who align with your services can be challenging. Targeted lead generation ensures you connect with prospects actively seeking financial expertise. By focusing on quality leads, you save time and effort while building a client base that values your guidance and expertise.
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How we generate leads for financial advisors

Our process starts by identifying your ideal client profile, including demographics, financial goals, and needs. Using data-driven strategies and personalized outreach, we engage with prospects who are ready to benefit from your services. From high-net-worth individuals to businesses in need of financial planning, our approach ensures your pipeline is filled with leads who are ready to take the next step.

Why our pay-per-lead model works for financial advisors

Financial advisors need reliable and measurable growth strategies. Our pay-per-lead model offers transparency and efficiency. You only pay for the leads we deliver, ensuring your budget is focused on securing clients who match your expertise.

Why choose us for financial advisor leads?

Only pay for
the leads you receive

Our pay-per-lead model means you only pay for the qualified leads we deliver

Work with your
ideal clients

We'll reach out to the exact clients that need your services and are ready to buy from you

Reduce calendar
no shows

Our targeted approach and lead nurture system help to reduce the number of no-shows in your calendar

How it works

Step 1: Define Your Ideal
Client

We'll help you identify your ideal customer and craft an offer that is irresistible for them

Step 3: Automate your
calendar and CRM

We'll help you create automated systems for handling leads and nurturing them

Step 2: Reach out
to them

We'll craft automated systems that reach out thousands of clients daily, mainly through email

Step 4: Deliver the leads
instantly to your inbox

As soon as we get an interested prospect we deliver them to your inbox

Step 1: Define Your Ideal
Client

We'll help you identify ideal customer and craft an offer that is irresistible for them

Step 2: Reach out
to them

We'll craft automated systems that reach out thousands of clients daily, mainly through email

Step 3: Automate your
calendar and CRM

Help you create automated systems for handling leads and lead nurture to reduce no-shows

Step 4: Deliver the leads
instantly to your inbox

As soon as we get a interested prospect we deliver them to your inbox

What our clients think

Rated Excellent on 
See our reviews
Really happy with the results

We’ve been working with them for a few months now, and I’m genuinely impressed. They deliver a good number of leads each month. We’ve seen a noticeable uptick in sales calls in since working with them.

Rares Alexandru Alic
Great lead source

Since working with them we’ve got a steady supply of good leads each month. They’ve also redid our whole crm setup and it’s much easier to keep track of prospects.

Bogdan Vlad
Got great leads

Got great leads from them so far (worked with them for two months now). Our sales guy had his calendar full from them. Very satisfied.

Sean C
Got great results

Working with sorted has been really good for us. We were stuck doing the same old lead gen tactics that weren’t really working. They stepped in, set up our cold outreach, and we started seeing results pretty quickly. The leads are good quality as well, we’ve closed a lot of clients since then.

Mihai-Alin Munteanu
Great addition to our lead strategy

Honestly, I was pretty hesitant to outsource our outbound lead generation, but this I’m really happy we did. They set up everything quickly, and the quality of leads has been great.

Ciutina Vlad
Positive collaboration

We’ve been struggling with lead generation for months, but they really helped us with it. We’ve even started targeting a new niche and they helped us with the targeting and messaging.

Lucian (XFR - Network)

Got questions?

  • What are the costs?

    In the beginning, you have to pay us for a certain number of leads that we will deduct when we bring them to you, then you pay us per each individual attended sales call we’ve brought to you. If for any reason we were not able to bring you the initial number of paid leads in the first 3 months you get your money back.

  • How do you guarantee results?

    We offer a money back guarantee if we were not able to bring you the initial leads you’ve paid for. After we’ve brought the initial leads we will you at the end of each month based on how many attended sales calls we were able to bring to you.

  • I already have a CRM, can the leads be integrated there?

    Yes! The whole email outreach system will be integrated with the tools you already use.

  • Can you target specific industries or demographics?

    Absolutely! We tailor our approach to target your ideal client.

  • How soon can I expect to receive leads?

    You can expect to get leads 3 – 4 weeks after we start working together.

  • How do you handle lead nurturing and follow-up?

    We create an automated CRM for you that handles sales calls, lead nurturing, and follow-ups.

Book a call to grow your client base.

Book a quick call to see how we can pack your schedule with your ideal potential clients.
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