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Industry · Financial services

Advisory meetings at the moment of decision.

Mortgage, pension, planning, insurance: we connect advisors with people preparing a decision right now.

We book qualified meetings straight into your calendar. No meetings, no invoice.

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.

Specialisms we serve
Insurance advisory Mortgage advisory Financial planning Pension advisory Accounting Business lending
What we take care of
01 Campaigns on life moments and decision moments
02 Phone qualification before every meeting
03 Fits single-advisor firms as well as teams
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
Assumptions based on our own client work. In a conversation we replace them with your numbers. Bandwidth: 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.