Consumers in local postcodes are seeking financial advice
At Lead Tech our mission is to connect consumers with trusted partners to help them achieve their personal financial goals.
We work closely with all our partners to help them achieve growth, with longevity.
5 reasons why you should partner with us:
- We provide bespoke solutions to suit your firm’s needs
- We take a consumer-focused approach
- We provide you with a personalised performance dashboard
- Our in-house experts help deliver quality client leads to you
- We work with you to set goals to achieve your firm’s growth objectives
Access new clients and grow your business
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Discovery call
We learn about your business, its aspirations and any challenges you face so we have a clear picture of what you need from us. We then tailor our approach to get the best results for you.
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Bespoke growth plan
We create you a bespoke growth plan, including forecasts and projections. It outlines the steps we’ll take together to achieve your agreed goals, ensuring we’re aligned along the way.
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Access to reporting and insights
You’ll start to receive high-quality consumer enquiries that will convert in to business over a pre agreed, realistic timeframe. You'll also gain access to your dashboard where you have direct access to new leads and reporting capabilities.