The Financial Advisor Lead Platform For The Elite Advisor

The Wealth Advisor Lead Platform that helps you win new business…in a 1/3 of the time.

You work hard for your clients and help plan around some very complex situations. Now, your goal is just to help more of them.

The Affluensee Financial Advisor Lead Platform is how it’s done.

Wealth Advisor Lead Platform

New Prospects Added Daily

The Affluensee Lead Platform For Wealth Advisors was built for the Advisor that wants to move fast, and enjoys having a process built for them.

Always maintain a full pipeline

Focused on complex financial planning needs

No need to build or buy marketing lists ever again

Build your new pipeline within 5 minutes of signing up

High Converting Messages

Tested by thousands of messages, replies and closure rates. Always have the best information at hand to prospect with.

Always have the best messages and scripts at hand

Ideas to inspire new prospecting methods

New high converting messages added monthly

Move from initial contact to closing in 3-6 weeks

Best Practice Driven

We have created a prospecting process using best practices from Advisors across the country.

Week by week process of what to do and say

No need to guess or keep changing your marketing

Enhances or can replace your current marketing process

Targeted approaches means better results for you

Reach Annual AUM Targets

The Affluensee Guarantee is that you will win your first client in the first 3 months, or the fourth is at no cost to you.

Average added $3.2m of Fee-Based Assets each year

Surpass team expectations and revenue hurdles

Exceed New New Households and new relationships

Expand services into “stickier” lines of business

We Make It Easier To Get In Front Of New Prospects

The Way Wealth Advisors Find New Clients | Affluensee

Wake Up With A Fresh Pipeline

Everything about the success of a practice lies in the ability to execute processes, day in and day out. It is the equivalent of driving to work and not thinking about the route, tying your shoes without remembering the steps, or getting up to to workout without a single complaint.

Your pipeline of new prospects should work the same way. Our platform will spark your excitement each and every day knowing your next win will make your year.


Financial Advisor Lead Platform

Grow Your Team and Junior Advisors

Having junior advisors on your team is something that can really accelerate growth. However, it can be very difficult finding the right individual to fit your team, methods, practice and personality.

We want your junior or team advisors to generate their own revenue. The funds and activity they produce will offset any salary or cost you incur by bringing them to your practice. Some of the most successful clients of the Affluensee Wealth Advisor Lead Platform are those that have recently passed their exams and solely focused on marketing and sales.


Best Methods For Hedge Funds To Grow Assets Quickly

What You Should Expect With The Platform

You will come in each and every day with a brand new crop of prospects. We work with you to target the individuals that suit your practice, and the Affluensee Wealth Advisor Lead Platform does the rest.

Follow the opportunity, steps and weekly processes and you will win your first client within the first 3 months and we will work with you until you do.


Monthly Plans

Individual Access

$500 month

For 1 Wealth Advisor

Prospects Added Daily

Weekly Prospecting Process

High Converting Messages

99% Data Accuracy

1:1 Support and Engagement

most popular

Team access

$1000 month

Up To 3 Advisors

Best For Teams

Weekly Reports

High Converting Messages

Unlimited Lead Search

99% Data Accuracy

1:1 Support and Engagement

Firm Level

customize pricing

Firm Level License

Integration Capable

Campaign Strategy

Individual Advisor On-boarding

Bonus Support For New Advisors

Dedicated Advisor Support