Financial Planning Lead Generation

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  • Proposals: 1
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  • #7728
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Lucyelle C. has already sent a proposal.
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Experience Level: Intermediate
I provide financial, lifestyle and business planning services to hotel, guest house and bed and breakfast owners across the North of England. I meet with clients and spend time with them identifying, understanding and prioritising their goals and ambitions in life. I then use sophisticated planning software to identify how they can achieve these goals without ever running out of money by building a life time cash flow forecast for them. the whole process is very clear and simple to follow and the software used very visual so a client understands the whole process and feels part of the plan. The base plan can then be amended as and when a client requires. I am a qualified IFA so if pensions, mortgages, commercial loans, investments, protection are required I can provide this although often the focus on what I do is just financial management and business planning/focus. The client will be able to address issues of immediate concern and plan for the future, the overall idea being that through planning effectively he will achieve things he never thought possible and will have financial peace of mind throughout. I don't work on commission, I agree a fee with the client at the outset and then charge an agreed ongoing retainer. I need someone to cold call prospects and/or follow up mail shots and email marketing. Initially I can afford to only offer commission per sale. I would hope to convert between 1 in 3 and 1in 5 appointments to a sale and charge an upfront fee when a client agrees to work with me which will enable me to pay you as soon as a client agrees to come on board.

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