Financial advice sells on trust and timing. Someone buying a house, starting a business or planning retirement looks for an advisor at that moment, outside it, every ad is noise. We catch those moments and book the conversation.
Qualification is everything here: situation, timing and decision authority are checked by phone before anything lands in your calendar. You only hold conversations that can lead somewhere.
What we take care of
Campaigns on life moments and decision moments
Phone qualification before every meeting
Fits single-advisor firms as well as teams
Specialisms within this industry
Insurance advisory
Mortgage advisory
Financial planning
Pension advisory
Accounting
Business lending
The model
Work backwards from your target.
The calculator is already set to your industry. Enter your target and customer value, and see what it takes.
Work backwards from your target
Per year · indicative, based on average conversion rates
Close rate
28%
New revenue at this target
€ 180.000
15
customers a year
190–520
Enquiries
69–115
Appointments
Above 150 new customers a year a model stops being meaningful. That is a conversation, not a calculation.
Assumptions are industry averages, not a promise. In a conversation we replace them with your numbers. Range: every assumption is also calculated with a 25% margin. Expect a ramp-up in the first weeks: campaigns need to learn and will run below these assumptions at first.
SENT
The calculation is on its way.
You will find the numbers and the assumptions used in your inbox. Want to hold them against your own figures? We do that in a conversation.
Go to the full formWhere do you want to go?
Tell us how many customers you want to win. We tell you what it takes.