How We Win Wealth Management Clients For You
Our five-step system keeps your diary full of serious investors
We Model Your Asset Growth
Before any campaign launches, we audit your wealth management practice and map out realistic AUM growth scenarios using historic conversion data and fee structures.
We Build Your Branded Acquisition Funnel
Our team designs a full acquisition journey that mirrors your brand — from landing experiences to nurture assets — so every touchpoint feels like an extension of your practice.
We Target High-Value Prospects
Using layered data, we qualify prospects for investable assets, portfolio size, and advisory needs. Only HNW and mass affluent households that match your mandate make it through.
We Nurture Until They Are Ready
A 24-step follow-up framework warms prospects with portfolio insights, retirement planning prompts, and meeting reminders until they are ready to speak with your advisers.
You Track Everything In Real Time
Enjoy transparent dashboards with live visibility on pipeline value, conversion stages, and return on spend so you can forecast revenue with confidence.
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
Project Your Assets Under Management ROI
Quickly model the revenue impact of every wealth management lead we send you
The Hidden Cost of DIY Wealth Management Lead Gen
See what it really takes to build your own compliant client acquisition engine
Total: £13,250+ monthly plus 480+ hours of execution
Frequently Asked Questions
Clear answers about our wealth management lead programme