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Thread: Financial Services Help

  1. #1
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    Mortgage leads are dead, long live life or debt management leads........

    I've been in personal finance for, well, a year or two. In many ways we are back to late twentieth century but with advantage of being in the twenty-first century. I am interested in generating financial review meetings, no specific requirement other than "here are bank statements, this is who I am, help me get to where I want to be".

    So, they are not mortgage leads, debt management leads, life leads, they are people who want to sit down with professionals and get help to get their financial lives on track.

    Help me create this market place, it is the future, I've been around long enough to be able to make that statement.

  2. #2
    john-pp's Avatar
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    (I've moved this thread to the finance section)

    Well if you're not just talking about regular DM leads then it's an interesting idea, we generate all types of financial leads that may fit in with your criteria but what do you have in mind? what are the logistics of this... and how would it work?



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