How Much Do Financial Planning Leads Cost?
Financial planning leads range in cost from $15 to $65 per lead. The cost may vary based on the size of the investment portfolio and the type of financial services the potential client is interested in.
| By ProMatcher Staff
Updated: 07/02/2018 | | |
Many lead generation companies operate on a pay-per-lead model. This means that you will pay a flat rate for each lead that matches your lead preferences and service area. The cost of each lead may vary depend on 1) where your business is located, 2) how many times the lead is sold, 3) the type of advisory services that the person needs, and 4) the individual's estimated portfolio size.
Exclusive leads - leads that are only sold to one advisor - are usually more expensive than shared leads. Shared leads can be more affordable, but you may be competing with other local advisors for that client.
Make sure to find out if the lead generation service charges any setup and/or cancellation fees. Will you be locked in to a long-term contract?
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