High Value Pension Transfer  Appointments

A steady stream of pension transfer enquiries for your firm in 2021

How does it work?

Different people seek financial advice for different reasons. That’s why it’s near impossible for advisors to focus on “niche-customer segments” without excluding hundreds of potential clients.

Through multiple-different online brands, tailored to different consumers and products, we bridge the gap between the customer and the advisor with an appointment generating system that’s transferring £10mn+ per month to financial institutions across England and Wales.

What does our lead appointment generating system look like?

Appointments > Leads

We hate the term “lead”. A lead can be anything.

In our book, if someone hasn’t booked a time to speak with an advisor, they’re not ready and must be nurtured to get to that stage of commitment.

By prioritising these high quality pension transfer and financial review applications while simultaneously nurturing longer-term prospects, we can ensure our partners achieve high contact rates and warm introductory conversations with everyone they speak with. This two-sided approach is our secret, why we can price so competitively and how we maximise the value of each inquiry you receive.

Custom CRM & Docusign Automation

There’s no question that process bottlenecks are the death of lead-generation.

That’s why when we work with a partner advisor, we develop a custom CRM to help manage the incoming enquiries with an automated Docusign automation that sends out both the Letter Of Authority and the partner firm’s Terms Of Business.

We’re still working on automation to make Pension Administrator’s more efficient while they work from home!

What is my expected return?

This is a variable figure but our average partner ROI is 300% for a half batch and 500-600% for a batch of enquiries.

How much does it cost?

Our leads sell for £100 per enquiry. With trial batches available on request.

Who do we work with?

  • IFA’s
  • Financial Advisors
  • Wealth Management Firms
  • Banks, Building Societies and Large Financial Institutions

Is Your Business a good fit?

Find out with our 2-minute eligibility test

James Dorrian Solicitor Marketing and Website Design

Interested in having a chat?

Speak with Darragh, a quick call to discuss how it works and the value we can bring to your firm

Request a callback at a time that suits your schedule