-SERVICES LIKE NO OTHER, WE ARE ADDICTED TO MARKETING
A crucial element in successfully building any business is ensuring a steady stream of prospects. Honed through years of experience in the Financial Advisory industry, our refined lead generation strategy grants you access to exclusive referral leads with the highest conversion potential.
-CREATE A PIPELINE OF BUSINESS THAT IS SUSTAINABLE
One of the most crucial aspects of building any business is maintaining a consistent influx of prospects. Our lead generation strategy, refined over several years of dedicated service to the Financial Advisory industry, provides you with exclusive referral leads that have the highest conversion potential. Committed to your success, our lead handoff process guarantees that you can deliver exceptional service to prospects who are genuinely interested in the services you provide.
-GETTING TO KNOW OUR PROCESS
Prospects have explicitly confirmed their interest in engaging in a meeting with an advisor, demonstrating their willingness to explore potential opportunities. They have also agreed to all disclaimers associated with the meeting process. It is important to emphasize that no referral leads have been subjected to any form of pressure or coercion to participate in these discussions. Each prospect is attending the meeting of their own volition, ensuring a comfortable and respectful environment for all parties involved.
Referral leads are efficiently allocated within a 24-hour timeframe following the confirmation of the prospect. This prompt approach ensures that you receive timely updates and can take swift action. Additionally, each batch order of referral leads is diligently processed and completed within a period of 30 days after the payment has been reflected in our system. This guarantees that you have a clear timeline for when to expect your leads, allowing you to plan your strategies effectively.
Referral leads are assigned through a sophisticated automated system that takes into account the number of days that are outstanding, as well as the credits that have been purchased and are due. This process ensures that leads are distributed fairly and efficiently, allowing for optimal management of resources and maximizing the potential for conversions. The system evaluates each lead's status and prioritizes them based on these criteria, ensuring that your time and efforts are focused on the most promising opportunities.
Once a referral lead is assigned specifically to an advisor, it is important to note that the information related to that referral lead is fully protected. This means that the details and data associated with the referral lead will remain confidential and will not be re-assigned to another advisor for any reason. Additionally, the referral lead will not be contacted again in a manner that might compromise their privacy or disrupt their experience. This assurance ensures that both the advisor and the referral lead can engage in a trusting and focused relationship, promoting a streamlined process tailored to meet the needs of the referral lead.
We share your passion for generating high-quality leads to enhance your referral network and grow your business. Our expert lead generators work diligently to provide you with exceptional and reliable referral leads.
Not every prospect qualifies as a referral lead, so we utilize a strict 4-phase lead scoring system to meticulously evaluate each lead against quality guidelines. Our dedicated auditors ensure that referrals are generated only after thorough vetting, aligning leads with relevant market criteria and industry trends. By the time we refer a lead to you, you can trust it has been validated for your target market and shows genuine interest in your services. Each referral we make is a valuable opportunity tailored to your needs, allowing you to focus on what matters most—growing your business and achieving your goals.
For our long-term premium options, we require a minimum contribution of R 1,500 towards your existing portfolio. Alternatively, applicants must demonstrate an income of at least R 50,000. It's important to note that there is no distinction made between individual and household income; both are considered equally for this purpose.
Individuals aged between 25 and 59 years, as well as those over the age of 59, are encouraged to have a genuine interest in savings and investment opportunities. Additionally, it is essential that these individuals possess a household income that exceeds R 60,000. This financial threshold allows for greater engagement in various investment avenues and ensures a more secure financial future.
One significant advantage of not having location limitations on the referral leads you receive is the unparalleled access to a diverse range of prospects. These potential clients are part of a national database, which allows for greater flexibility and convenience. With confirmed availability for remote, virtual meetings, you can connect with potential leads from all across the country without the barriers of geographic constraints. This opens up a wealth of opportunities for engagement and collaboration, enabling you to expand your reach and grow your business effectively.
We are committed to ensuring that no form of race or gender discrimination is tolerated in the process of assigning prospects. Our approach is rooted in fairness and equity, where referral leads are carefully evaluated and qualified solely based on their ability to meet our established minimum criteria standards. This commitment ensures that every candidate has an equal opportunity to succeed, fostering a diverse and inclusive environment for all.
At our organization, we fully recognize that Financial Advisors who demonstrate attentiveness and deliver efficient customer service tend to experience higher rates of successful sales conversions. It is our mission to support you in achieving these results. One of the key strategies we employ is providing you with immediate access to actionable insights regarding your prospective clients. This service is just one of the many ways we go above and beyond to enhance your return on investment.
We invite you to scale your sales efforts by tapping into our extensive and comprehensive lead data sets. By doing so, you can effectively identify and connect with those individuals who are most likely to benefit from your financial advisory services. This invaluable information empowers you to focus your energy where it matters most—engaging with prospects who are ready and eager to receive your expert financial guidance. With our support, you can confidently take the next steps in building meaningful relationships that lead to lasting success in your practice.
For further information
Our commitment is to deliver leads that not only meet but exceed the expectations of our clients, ensuring they have the best opportunities to grow their businesses and serve their clients effectively.
Prospect Alignment (Pty) ltd
Level 2 B-BBEE Contributor
SARS Reg. No. 9993909184
Durban, Kwazulu Natal
Umhlanga
South Africa
4319