To participate in Lead FeedSM, you just have to create a profile, set your preferred lead criteria, and establish your price points and monthly budget.
Leads are sourced by strategically placing financial calculators on major financial publication websites. Prospects learn more about their financial health and can elect to be contacted by a financial advisor if they would like help.
When a lead's investable assets and location align with your preferred criteria, a match is made. You'll automatically receive their details so that you can promptly contact them.* We'll also provide you with lead nurturing tips and templates to help you kick-start the nurturing process.
*Each lead generated through Lead Feed may be shared with up to three advisors who are participating in the program.
To participate in the Lead Feed program, you must:
With our tiered pricing model, the cost per lead depends on the investor’s assets--giving you the flexibility to set price points and a monthly budget that works for you.
|$25,000 - $99,999||$20 per lead|
|$100,000 - $249,999||$40 per lead|
|$250,000 - $999,999||$90 per lead|
|$1,000,000+||$190 per lead|
Participation in the program requires an initial budget of $600 for the first month. The budget amount may be adjusted each month thereafter.