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Financial Advisor Leads

Our real-time financial advisor leads are open to all types of financial advisors including both independent financial advisors (IFA Leads) and restricted advisors.

Call 020 3468 4215 or complete our Enquiry Form for more information.

A potential customer that has expressed interest in financial advice and would like to speak to a financial advisor relating to one or more of the following areas:

  • Pensions & retirement
  • Investments
  • Financial planning
  • Tax & IHT planning
  • Insurance & protection

    • The majority of the leads will be pensions and investments. Mortgage & remortgage, equity release, final salary pension schemes and general financial advice leads are excluded at source.

    Leads are generates traffic through a paid search campaign on Google Ads and Microsoft Advertising. Microsoft Advertising is a service that provides pay per click advertising on the Bing, Yahoo!, and DuckDuckGo search engines.

    We generate financial advisor leads through the following website: Financial Advisor Direct

    Appointments

    We charge a variable price per appointment based on fund size. Appointments from £190 (No VAT as in Gibraltar). Average fund size £255,000. Conversion rate is 60% to 70%*. All postcodes covered in UK. Please call 020 3468 4215 for further details.

    Telephone Qualified Leads

    We charge a variable price per lead based on the details of the lead. Average lead cost £230 + 40% fee.(No VAT as in Gibraltar). Average fund size £255,000. Conversion rate is 30% to 40%**.

    Leads

    We charge a fixed price per lead based on geographical coverage: From £75 to £120 per lead (No VAT as in Gibraltar). Average fund size £180,000.

    * data collated from booking 7,500 appointments between 2013 and 2020 by RMT Group.

    ** data collated from generating 180 telephone qualified leads between September 2022 and April 2023 by RMT Group.

    Enter postcode:
    Areas of advice:
    Full name and surname:
    Telephone:
    Email:
    Your pension pot / fund size (if applicable):

    At the time the lead is generated an email is sent in real time to the prospect which includes a profile of your FCA regulated firm.

    The conversion rate for appointments is 60% based on 7,464 appointments booked between 2013 and 2020. The average portfolio fund size is £255,000 based on data called between August to November 2022.

    The referral rate for pension leads is 36.5%. The average portfolio fund size is £180,000. (see below)

    NOTE: The referral rate refers to a second call or meeting.

    How many leads will you buy per year?
    Possible percentage referral rate? %
    How much is a converted lead worth to you? £  
     

    Which means the number of potential referrals you generate will be
    (not including other business): £

    And that means the total amount of potential business equates to
    (not including other business): £

    Financial advisor leads (South England) - Sample 2045 - 27% referral rate - £180,000 average portfolio size. This was measured between April 2019 and April 2021. This was reported by Edward Leyland, Tilneys (Liverpool) during this time. In a sample of 351 financial advisor leads in 2022, 91 were general financial advice (GFA) leads giving an overall percentage of 26%. GFA's are the lowest quality leads with minimal referral rates. We no longer supply these and filter them out at source. This would increase ROI to the advisor by increasing the referral rate to 36.5%.

    NOTE: The referral rate refers to a second call or meeting.

    Yes. We offer weekly in arrears payment terms for all types of financial advisors.

    For more information call 020 3468 4215.

    Financial advisor leads (South England) - Sample 2045 - 27% referral rate - £180,000 average portfolio size. This was measured between April 2019 and April 2021. This was reported by Edward Leyland, Tilneys (Liverpool) during this time. In a sample of 351 financial advisor leads in 2022, 91 were general financial advice (GFA) leads giving an overall percentage of 26%. GFA's are the lowest quality leads with minimal referral rates. We no longer supply these and filter them out at source. This would increase ROI to the advisor by increasing the referral rate to 36.5%.

    NOTE: The referral rate refers to a second call or meeting.

    Enquiry Form

    An enquiry should only be made by an authorised advisor. Your information will be used to contact you about the services we provide, through the contact methods you select above. By submitting above you agree to share your details with retail clients. We do use a third party to handle and store your personal data on behalf of RMT Group Limited. Please call us or reply to any communication from us if you no longer consent to us storing your data or contacting you. *These fields are required for the form to be submitted.