Client acquisition for financial and insurance advisers
New clients.Without the risk of an agency.
Client acquisition for financial and insurance advisers: we reach people with a specific concern through Meta and Google. They book a consultation with you directly. You pay per booked appointment.
Trust is built in conversation. Getting there is hard work.
Cold calling and bought contacts cost time and nerves. These are the points we hear most often from advisers.
Bought contacts, shared contacts
Lead portals often sell the same enquiry to several advisers. Whoever calls first wins.
Chasing calls instead of advising
Many contacts don't pick up the phone. An appointment rarely follows.
Your client base doesn't grow predictably
Referrals remain the most important source. When the next one comes is anyone's guess.
Paid, whatever comes of it
Portals and agencies charge per contact or per month. Whether it leads to a conversation is your risk.
A lead portal earns from every enquiry. We earn when customers book.
You pay for contacts.
- Paid per contact, even without a conversation
- The same enquiry often goes to several providers
- Chasing calls until someone picks up
- The risk is yours
You pay for appointments.
- No retainer
- Payment per booked appointment
- Success measured by appointments in your calendar
- Appointments in 30 days or money back
How the consultation reaches you.
From first contact to the appointment with you. Every step is prepared, you don't have to step in.
On Google, when someone looks for financing or cover. On Instagram and Facebook, when a life event brings the topic up.
Directly into the slots you release. No phone call, no waiting on hold.
By email and text message before the appointment, so nobody forgets it.
In person or by video call. The concern and the answers from pre-qualification are in your calendar.
The kinds of advice we work for.
Don't see your topic? Talk to us.
Mortgages
Buyers and people building a home book a mortgage consultation. The project is clarified upfront.
What matters in financial advice.
Exclusive appointments
Every appointment is yours. We don't sell enquiries to several advisers.
Concern clarified upfront
We ask about topic, timeframe and situation before anyone books.
Factual ads
No promises of returns, within the advertising rules for financial services.
“[Testimonial: what the appointments changed in the business.]”
Appointments, not a retainer.
In the intro call we look at your topics, your target group and your region, and tell you what's possible.
We only work with a few businesses per region and industry.
Questions from financial advisers
A portal sells contacts, often to several advisers. We book exclusive, pre-qualified appointments directly into your calendar.
Yes. Appointments can take place by video call. In that case we target by topic and life situation.
With questions before booking, for example about the plan, timeframe and situation.
We write factually and without promises of returns. You approve every ad.
That depends on topic and region. We work it out with you in the intro call.