Investment Leads: bespoke, or as a possible add-on to mortgage lead sites?

[David Carter]

Tweet

I am keen to source clients seeking a financial adviser for investments. The only source that I have found for such clients is PAA via moneysupermarket.com, where the cost to me on a bidding basis is between £25-£50 per client.

We are not a large firm, and would be looking for such clients in the SouthWest - I am sure, however, that there would be national interest in such clients (I wouldn't have any problem in finding firms for you throughout the UK that would be interested in taking on regions or postcode areas). However, I suspect that the number of leads will be limited - certainly far fewer than for mortgage enquiries, for example.

Because of this, I think it unlikely (and perhaps even unwise) for any a4u affiliates to consider a bespoke marketing strategy to attract investment clients. However, I think that there may well be mileage in piggy-backing onto other existing or proposed marketing websites, providing them with added value. If you might be interested in such a venture, please do contact me - I'll be happy to offer my advice as a potential consumer (free, of course: it is significantly in my interest for such a venture to work).

Naturally, if you already have something - let me know! It is better to contact me direct (01614 082083 or david@adviser.uk.com) than to leave a private message.....I've just seen a private message sent to me some months ago.

Many thanks, David

[russell cpanuk]

Hi David

Interesting, may be able to help here.

Feel free to contact me.