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.
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
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.
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.
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