Identify your Marketing Strengths and Weaknesses, and Discover Key Opportunities for Attracting Higher Quality, Higher Converting Leads for your Financial Advice Business


Not that long ago, lead generation for financial advisers was fairly simple.  You had referrals, professional introducers, networking, social media, seminars and more.  But today these "old-faithful” approaches either don't work or are running out of steam.

Today a new approach is helping professional services businesses to attract more and better quality leads - using data at its core.  It's not for everyone, so your report helps to identify if Scorecard marketing is right for your business.

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STRATEGY

What is your underlying marketing strategy to attract more and better quality leads?

INFRASTRUCTURE

Is your website & other marketing activity pulling its weight and converting your ideal prospects?

OUTLOOK

Are you 'marketing aware' and prepared to make changes to help achieve your goals?

DATA

How much do you know about prospects before you speak to them for the first time?

DISCOVER IF YOUR FINANCIAL ADVICE BUSINESS IS READY FOR SCORECARD MARKETING

Simple yes/no and multiple choice answers

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ANSWER YOUR QUESTIONS

Simple Yes/No & Multiple Choice

RECEIVE YOUR REPORT

Dedicated Private & Confidential Report

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Consider Your Next Steps

Trusted by World Class Clients

Clients we have worked with include

Canon
Maserati
Pfizer
University of Oxford
University of Cambridge
Novartis
Fiat
AstraZeneca
Academy for Chief Executives

Openwork
Intrinsic / Quilter
Schroders Personal Wealth
Chase de Vere
St. James's Place
Guardian Wealth Management
Scottish Widows
Standard Life
Positive Solutions
Santander
MDRT (Million Dollar Round Table)

And many more, including thousands of individual IFAs & financial planners

BNY Mellon
Personal Finance Society
Schroders Personal Wealth
Institute of Financial Planning
Council of Mortgage Lenders
AXA Wealth
More 2 Life
GAM
Nucleus

Find out if a Scorecard is the right way to generate High Quality leads for your Financial Advice Business

Take The Test Now