Contact Affluensee

Let’s work together to start moving your business in the right direction.

Do we develop, qualify or confirm the leads interest?

We do not do this for several reasons. Firstly, there is no one else better to share your story, experience and commitment than you. Having us do it would be a disservice to you. Secondly, while some companies promote this model, it is not unusual to see a lead go to 10+ advisors, meaning you are spending $400 per lead that is also in the hands of at least 9 other advisors.

Are you more expensive?

Yes and no. We are more expensive than more generalized platforms on the market today. That is because of the success rate our users have with the platform. This also helps keeps the prospect information and data from being diluted. We are certainly not more expensive than the “pay per lead” companies you see out there currently.

Do you offer a free trial?

Currently, it is 3 days. However, we are currently deciding whether to keep it or not. Take advantage of it while you can.

Who is this platform for?

This was primarily built for Wealth Advisors that focus on complex Wealth Planning prospects with over a certain investable asset and net worth. The majority of the prospects are Corporate Individuals with very busy, complicated lives.

What are the steps to get started?

You can either start a trial, contact us on the form above, or send us a message in the chat box. It helps to have a conversation and a walk to ensure you are earning new business.