Grow your business

Grow your business with Lead Tech

Lead Tech is an award-winning company, providing lead generation services to help financial advisors boost their client lists and increase their funds under management.

We generate thousands of leads every month, including:

  • Financial advice leads
  • retirement advice leads
  • equity release leads
  • annuity leads
  • and private medical insurance leads.

We work with the UK’s leading financial advice firms to help them to grow their business.

Lead generation for business growth

Lead Tech uses lead generation to introduce financial advice firms to new prospective clients. 

We use targeted digital marketing campaigns to attract the people who are looking for the services our partners offer and convert them into high-quality leads. 

By partnering with a trusted lead provider such as Lead Tech to grow your business, you automatically build trust in your financial advice firm before you speak with the prospective client.

How to convert more leads

For the best chance of growing your business through lead generation, there are some key rules for converting leads that you should follow.

These include:

Lead Tech’s partners work with a dedicated partner success manager. They provide access to insights and training to help our partners to convert more leads and make sales in the correct way. 

Using data and insight to grow your business

We believe data and insights are key to successfully grow your business. Our digital marketing campaigns are driven by data which allows us to constantly refine and improve.

It’s important that you record data such as contact rates and lead conversion rates. This will give you insights into the cost of your client acquisition, the average lifetime value of client’s and your return on investment.

Our partners get access to our lead performance and management system, Lead Tech Connect. This dashboard gives them data and insight into all of the leads they receive from us. This helps them to understand how they are performing and how they can improve to convert more leads.

Increasing your funds under management

For many of our partners, the key ways for them to grow their business is growing their client list and increasing funds under management. 

By getting a consistent volume of new financial advice leads, they’re able to speak to more prospects and convert them into paying clients. 

When you’re speaking to financial advice leads it’s important that you have a contact strategy in place. This will help you know who is contacting your leads and when. 

It’ll also help you understand what you need to say for the best chance of converting leads to clients.

Working with Lead Tech to grow your business

Working with Lead Tech to get your financial advice leads will give you a better chance of increasing your client base and your funds under management. This will help you to grow your business.

When you partner with us, you’ll work with a dedicated partner success manager to ensure you make the most of our financial advice leads.

You’ll have access to support and training to make sure you’re talking to more people and converting more leads.

Find out more about working with us.

Talk to us today to find out how we can help grow your business.