How We Generate Your Financial Advisor Leads
Our proven 5-step process for delivering qualified leads to grow your AUM
We Show You The Numbers First
Before you spend a penny, we analyse your financial advisory practice and show you exactly how much AUM you could grow by working with us. No surprises, just clear projections based on real industry data and client acquisition metrics.
We Create Your Funnel
We build a complete client acquisition system that looks and feels like your brand. When potential clients interact with us, they think they're dealing directly with you, maintaining your professional reputation.
We Find The Right Clients
Using our proven qualification system, we filter out unqualified prospects and time-wasters. We only send you clients who are genuinely interested in financial advice, have investable assets, and align with your ideal client profile. We even verify their contact details so you know they're real.
We Help You Close The Deal
We don't just hand over leads and disappear. Our 24-step follow-up system nurtures prospects until they're ready to engage your services, making it easier to convert them into long-term clients and grow your AUM.
You See Everything
We provide detailed reports showing exactly how many leads convert, your AUM growth, return on investment, and where your best clients are coming from.
Six Challenges We Solve
High-quality prospects that only come to you, delivered straight to your CRM.
Shared Leads
Every prospect comes to you and only you. No more racing 5 other companies to make first contact. You're the only business they hear from.
Unqualified Leads
Our systematic qualification process checks 15+ data points before any lead reaches you. Only serious buyers with verified budgets get through.
Slow Response Times
Prospects appear in your system within seconds of qualification. Call whilst they're still highly engaged and ready to buy.
Cold Prospects
We don't stop at generating leads. Every prospect receives a multi-touch bespoke nurture flow that's been proven to double lead conversion rates.
Unpredictable Pricing
Fixed price per lead. No long-term contracts, scale up and down as you need. Simple and straightforward.
Poor Conversions
Our partners see 67% average improvement in conversion rates and 85% connect rates within 24 hours.
Why Choose Sendlead?
See how Sendlead compares to other lead providers
100% Exclusive Leads
Your leads are never shared with competitors
AI-Powered Qualification
Advanced AI filters out time-wasters automatically
Real-Time Delivery
Get leads instantly as they come in
Multi-Sector Expertise
We work across all financial sectors
Transparent Pricing
No hidden fees, clear cost structure
Proven Results
Consistent, high-quality lead generation
Feature
Other Providers
Lead Exclusivity
Lead Qualification
Delivery Speed
Sector Expertise
Pricing Structure
Performance
Calculate Your AUM Growth ROI
See exactly how much you can grow your AUM from qualified financial advisor leads
The Real Cost of DIY Financial Advisor Lead Generation
See what it actually costs to build your own client acquisition system
Total: £10,200+ monthly plus 400+ hours of work
Frequently Asked Questions
Straightforward answers to common questions