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Financial Planning Leads

Announcement posted by Appointment Setter 16 Aug 2019

Financial Planning Leads
Financial Planning Leads are an essential for financial planning businesses that want to secure a constant flow of new business and enable their revenue to grow on demand.

Financial Planning Leads generated via Facebook have much higher conversion rates when they are crafted with the latest financial planning leads marketing strategies to ensure that prospects are motivated by the actual underlying benefits of financial planning services.

Appointment Setter Financial Planning Leads have been created based on 16 years of experience dealing with the frustrations, pains, needs and aspirations of ideal financial planning clients in Australia. 

Investment Strategies, Tax Minimisation, Risk Strategies, Superannuation Strategies all create diversified financial planning leads which allow for multiple income streams per client acquisition rather than a singular financial product focus, which is no longer the safest approach in a post royal commission financial services environment.

Financial Planning Leads need to be created with the clients best interest in mind, just as all statements of advice need to be tailored to your particular clients needs. All of Appointment Setter's Financial Planning Leads are created bespoke in accordance with the compliance and revenue stream preferences of our client.