Transparent, flexible financial services lead generation pricing.
Monthly retainer model — custom to your ideal-client tier, minimums, compliance standards, and ramp goals. Everything you need to keep your advisors’ calendars full of qualified prospects, no template package.
Four factors determine your scope.
Every financial services engagement is scoped to your firm. The four factors below shape both the team we assemble and the price.
Ideal-client complexity and net-worth tier
Mass-affluent vs. high-net-worth vs. institutional mandates, the household minimums you set, and prospect seniority (business owner and corporate executive vs. pre-retiree). Higher tiers and tighter minimums cost more to engage.
Appointment goals and pace
Monthly target volume, ramp speed, and the number of advisors you need to keep busy. High-volume targets and accelerated ramps require more dial hours and SDR coverage.
Data and research depth
Niche development, ICP refinement, and account enrichment with wealth signals and move triggers (liquidity events, retirement dates, job changes, plan rollovers). Deeper research lifts conversion but adds upfront effort.
Channel mix and compliance review
Outbound (phone, email, LinkedIn), inbound response SLAs, and multi-touch nurturing for long advisory sales cycles — plus the overhead of reviewing every message against your firm’s compliance standards. More channels and tighter review mean more orchestration.
Every financial services engagement includes:
No à la carte add-ons. The full engine is in scope from week one.
- Dedicated financial-services-trained SDR team with custom scripts in your brand voice
- Transparent reporting — activity, qualification context, and pipeline visibility
- Regular partnership meetings reviewing KPIs and adjusting messaging weekly during ramp
- Compliance-aware messaging reviewed against your firm’s standards — no performance promises, no guaranteed returns
- High-fidelity prospect data aligned to your ICP — net-worth tier, decision authority, and active move triggers
One definition of qualified. All three.
Every appointment we put on your advisor’s calendar meets a three-point standard before it lands.
- Investable assets — the prospect clears the minimum you set, whether household investable assets, plan size, or mandate value
- Decision authority — they control the household finances or the mandate, or they’re one of the two people who do
- Active reason to move — a liquidity event, job change, rollover, retirement date, or dissatisfaction with a current advisor in the next 90 days
Anything short of all three doesn’t make your advisor’s calendar. Most agencies count anything with a pulse as a “lead.” We don’t.
Four questions about how we scope and bill.
Do you publish prices?
No. Every financial services program is custom to your ideal-client tier, minimums, compliance standards, and KPIs. We don’t publish a rate card because a flat price would either overcharge half our clients or undercharge the other half. Book the assessment and you’ll get a written scope and quote within 30 minutes.
How soon can we start?
Immediately after agreement execution. Onboarding runs 5-10 business days, and outreach starts in week one.
Is there a cancellation policy?
Yes — we work month-to-month, and cancellation terms are outlined in your agreement.
How do you ensure ROI?
We set shared KPIs upfront, provide transparent reporting, and optimize messaging continuously based on real call data — always reviewed against your compliance standards. ROI for outbound is dictated by what your advisors do with the appointments we deliver — we own everything up to the calendar.
30-minute call. Written scope and quote.
We’ll review your ideal-client tier, minimums, and compliance standards — then walk you out with a written scope and quote before the call ends. No deck. No template.