A Steady Stream of Retirement / Financial Leads …
Who Have Already Demonstrated An Interest In Your Services...
Keep your pipeline full, and keep new paying clients coming through the door. Leads delivered in real-time, directly into your CRM, ESP, or other system.
You provide one of your bonus free reports, checklists, or video - and we'll deliver leads that want your content. Find out how, today...
How We Generate Retirement/Financial Leads ...
A Steady Stream of Targeted Leads
You need a steady stream of targeted leads to keep your pipeline full - thus, keeping new paying clients coming in the door...
Regardless of how well you serve your clients, or even how persuasive your marketing is ... without people knocking on your door needing help on their retirement and financial planning – business will forever be a struggle. We keep your pipeline full of targeted leads looking for your help.
THE PROBLEM - ACQUIRING NEW LEADS AND CLIENTS AT AN ACCEPTABLE COST
You need leads and new clients. Leads must be people looking for information on retirement and securing their financial future.
Even if you know how to serve your clients – and your marketing is compelling … it’s still a whole different world generating targeted leads.
Doing lead generation yourself is not as easy as it might appear. Google, Facebook, display and video ad campaigns can be complicated. Many try and give up – after investing time and money without great results.
Then there’s copy – media buying – analytics – testing – automation systems and more to be concerned with.
THE SOLUTION - MORE CLIENTS AT LOWER COSTS WITH TARGETED FINANCIAL LEADS
We offer a steady stream of targeted leads to keep your pipeline full, and keep new paying clients coming in the door.
You provide one of your bonus free reports, checklists, or videos - and we'll deliver the leads that want your content.
Leads are delivered in real-time, directly into your CRM, ESP, or other system - so that you can commence your marketing efforts instantly and automatically.
Our ads - which run on Facebook, Google search, Google display, YouTube, and other ad channels - entice prospects to take one of many quizzes about financial issues, and then submit their details in return for your bonus report.
With Kelvin’s marketing expertise, our fledgling upstart company made $1.29 million in our first 12 months of doing business.
Maria Veloso
Breakthroughs Unlimited
... Kelvin and the copy and marketing he created for us was instrumental in taking me from start-up, to a seven-figure business.
Dustin Pass
Global Profit Systems International
How It Works...
In the retirement / financial planning vertical, we generate leads of baby boomers looking for information on retirement and securing their financial position.
Our ads entice prospects to take one of many quizzes about financial issues.
At the end of each quiz, prospects are offered a number of relevant free BONUS REPORTS (or checklists, videos, etc.) This is where we offer YOUR bonus report.
They demonstrate their interest in your services, by submitting their information in exchange for your report, checklist, or video.
We offer 3 bonus reports on each quiz results page - and each report provider, is sent leads that requested their report.
Time is of the essence when somebody demonstrates an interest in your services. For that reason, we distribute leads in real-time, directly into your CRM, ESP, or other system.
We offer a "Pay-As-You-Go" payment model, or you can buy leads in blocks of 1k or 5k at a time.
STEP 1 - We run ads on Facebook, Google search, Google display, YouTube, and other ad channels - enticing prospects to answer a quiz about financial issues.
STEP 2 - Prospects are offered a number of relevant free BONUS REPORTS ... including one from you.
STEP 3 - Prospect demonstrates an interest in your content and services - and we forward the lead to you in real-time, direct into your CRM, ESP, or other system.
Will It Work?
I have run lead generation campaigns for consultants, financial firms, software companies, publishers, authors, large agencies - from start-ups to doing hundreds of millions a year.
Our testing process is extensive and continuous, to ensure we are always attracting the right prospects, and in volume.
We use a combination of copywriting - media buying - systems & analytics - to test, uncover, and UNLOCK the factors that get new customers engaging and converting.
We utilize a number of A.I. or machine learning systems, an engineering approach to rapid-testing called "LEGOs testing", and a "train-the-algorithm" strategy with the ad networks.
We are continually testing every component of an ad - headline, image, copy, call-to-action. The landing pages, quiz questions, the order of the questions, offers and more ... to ensure we're enticing the right people and getting them to sign up for the right reasons.
Our testing process is modeled after the process used by likes of Amazon, Facebook, Google, Netflix. However, it's been re-engineered to work with smaller budgets.
Background Check!
I have a 30+ year background in direct marketing. I started out as the marketing director of publishing companies - which lead to copywriting, deal-making, media buying - and A.I. & machine learning, LEGOs testing, "train-the-algorithm" and more.
I've recently worked on lead generation for a $50 million/year gold company - a $25 million/year training company - and for estate planning attorneys around the country.
More on my background in direct marketing can be found here...
Ready for a steady stream of targeted leads?
Here's What You Should Do Next...
Here's how our lead generation process works:
Our pricing is simple - $1 per qualified email lead (they have requested your free report!) Or $5 for an email + name lead. And $10 for a email + name + phone lead.
We offer a "Pay-As-You-Go" payment model, or you can buy leads in blocks of 1k or 5k at a time.
Interested? Fill out our form and we can have a chat to see if it's a good fit.