Johannes Fessler, founder
Questions advisors ask before they hand off the follow-up
Plain answers about Leads for Advisers. The first sentence of each one is the whole answer. The rest is the detail.
What does Leads for Advisers do?
We get financial advisors leads, call every one within 60 seconds, and book meetings into their calendar, done for them.
That includes the Facebook ads and the funnel, the nurture newsletter, and the follow-up. We qualify on readiness and on the investable-asset minimum the advisor sets. No-shows get a new time. Leads who never booked get a second call. The advisor shows up to the meetings.
We do not give investment advice, and we do not promise investment results.
Who is Leads for Advisers for?
Independent financial advisors who manage their own leads and want the chase taken off their calendar.
If you are the person who has to call new inquiries between client meetings, this is built for you. We run it for the advisor. You do not have to live in the inbox to get the meetings.
How fast are new leads called?
Within 60 seconds, during the calling hours you set.
A lead that comes in outside those hours is called as soon as the window opens, not in the middle of the night. The standard is the first minute of the calling day, not whenever someone next checks a phone.
How are meetings booked?
If the lead is ready and meets your criteria, the meeting is booked straight onto your calendar in that same conversation.
We ask the questions you approved, including whether they are ready to talk and whether they meet the investable-asset minimum you set. People who do not fit do not get a time. A booked meeting is not a new client. The conversation in the room is still yours.
What happens if a prospect does not show up?
We send a short reminder the day before, and if they miss, we offer two new times the same day.
Leads who inquired and never picked a time get a second call. A nurture newsletter keeps the early ones familiar, so that second call is a continuation and not a cold dial.
Can I run the ads myself later?
Yes. The page we build is yours to keep, and you can run the ads yourself later.
If you already run your own Facebook or Google ads, we can add the calling and booking on top of the leads you generate. We can also keep running the campaigns for you. Either way, every new lead is still called within 60 seconds.