Generate exclusive leads on your website with a financial assessment in your brand. That’s right, you can put the exact assessment that we use to generate consumer leads on YOUR website.
Pre-qualify your audience. Engage more people. Have more efficient and meaningful conversations.
Organized by channels, fully searchable. You get a database of real people who have created a financial assessment and opted-in for follow up by a financial professional or to receive curated offers.
Get the exact, engaged leads you want. Browse or search by criteria or category. You can also set custom filters and have leads sent direct to your email, CRM, or virtually anywhere you want. The choice is yours.
With each lead you get:
More than enough to start the conversation!
Your membership gives you access to preview leads. Most leads can be purchased for under $25. Only pay for what you need.
Complete a few simple tasks to learn the system & get free leads!
*Based on most recent 5,000 completions as of June 1, 2023.
We also offer lead programs designed with your goals in mind.
We offer three programs for larger firms: à la carte | Assist | Fully Automated
Come in. Take a tour. See some leads. Try it out, for free.
Your credit card is required but will not be charged until the end of your free trail (and yes, you will be notified). Cancel anytime.
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