Skip navigation

Lead Generation

or Register to post new content in the forum

10 RepliesJump to last post



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Nov 6, 2014 5:32 pm

Can anyone recommend a lead generation source?  I have friends in the mortgage and real estate business who subscribe to online sources that send them leads daily.

There has to be a service out there!  I enjoy prospecting via phone and email, just looking for warm leads.


Apr 7, 2015 12:46 am

If you’re still looking for a leads source, message me. I was using and it has some great filtering tools to narrow your lists. They require a 12 month contract but I’m no longer using mine and they will let me transfer it to someone. It’s $100/month and there are 6 months left on the contract, no obligation after that. You would get 1500 leads a month and the 4500 leads that are in my account now, let me know.

Aug 23, 2018 12:22 pm

A bit late for this but.....

Outbound Solutions - been very very good for us. Most other companies the quality is poor and they are not experts - this approach is less scattergun.

Give them a call and approach Karl or Simon.

Mar 1, 2019 9:44 pm

I freelance as a ringless voicemail marketer. Feel free to message me! I can reach 50,000 people in a few weeks, or 300 in one second. The numbers are infinite. But what I have found is you must test your message first and run the campaign slowly. When the sales start, you can run higher numbers and take yourself off training wheels. Great for real estate, local promotions, home services, security systems, smart home technology, solar panels etcetera.

Mar 11, 2019 9:39 pm

I highly recommend Facebook ads.

75% of those who make over $75K/year in the US are active on Facebook every day.

ROI is huge on FB.

Oct 31, 2019 6:03 pm
quickman wrote:
I highly recommend Facebook ads.
75% of those who make over $75K/year in the US are active on Facebook every day.
ROI is huge on FB.


Are you using this platform to fill seats for a local seminar or something? What’s been your success with this, and what did that look like for your business?

How did you learn to use FB ads for leadgen? Are you outsourcing or doing it all in house? Also, what’s been your experience with compliance for the securities industry?

bonus: what’s your experience with using LinkedIn for this purpose?

Dec 31, 2019 3:24 pm

I use almost exclusively LinkedIn and Sales Genie. Works awesome!

Jan 2, 2020 4:28 am

Jcurt elaborate please?, # of leads/ close ratio things like that, thx.
Apr 30, 2020 1:49 am


You appear to be “kicking the ball” out of the park…

Please share your sales strategy, investment strategy,…your passions for clients…

do you go for diversified investments in insurance and or stock portfolios …

You appear to be expert in client acquisition…what are your thoughts going forward

on where the market will take us, the tools to take us there…to remain front and center

to be making the advancements to make a difference for the client…

thank you much…

Apr 30, 2020 3:02 am

do you still do cold calling…