Financial Planner Leads

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FINANCIAL PLANNER LEADS

DONE FOR YOU LEAD GENERATION

Spend more time talking to clients and less time trying to find them. Leadedly generates over 2.2 Million Financial Planner Leads a month! We’ve already figured out how to generate leads.

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DONE FOR YOU SERVICES

HERE’S WHAT WE OFFER

When we say “Done for You” we mean it. We provide scheduled appointments every week like clockwork. We utilize our proprietary Google Search Audiences to find people searching Google in your area for a Financial Planner and run ads to them until they book a call with you!

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GOOGLE SEARCH AUDIENCES

We use our proprietary audiences to unlock the contact info of everyone searching Google for Financial Planners and build a list to target with ads

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AD SET UP & MANAGEMENT

We will use our Creative and run ads that have a proven and consistent return on ad spend. This will deliver scheduled appointments on your Calendar

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DONE FOR YOU COSTS

PACKAGES TO FIT EVERY BUDGET

We know that marketing is expensive. We try to build affordable packages that meet every budget so new professionals and veterans can benefit alike. As we generate more clients for you, you can scale ad spend and generate even more clients with a bigger budget! Check out our affordable “Done for Options” below!

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STARTER PACKAGE

We will build a City Wide Audience of Google Search Consumers looking for a Financial Planner in your local city. This includes an ad budget and enriched contact data along with management

Total Cost $2,000 per month

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GROWTH PACKAGE

When you needs leads for your entire team, our Growth Package is the right choice for you. We can provide leads for up to (3) Financial Planners and will expand your reach to two cities

Total Cost $5,000 per month

AGENCY PACKAGE

If you have a Financial Planning Agency with more than (6) Financial Planners and need leads, this is the package for you. It covers an entire State and gives you exclusive rights to your Google Search Audience