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Would love feedback on my new lead generation site for wealth management professionals!

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Feb 13, 2018 4:42 pm

Hi guys,

I have been working on developing a company that supplies high quality, custom leads for those in Wealth Management, and the website is finally live to the public. I had done some internal testing and gave out some free lists to friends in the industry, and I got some great feedback from them regarding the service and their results.

I was working in wealth management prior to creating this company, and I realized how much time was wasted googling for leads, digging for event contact lists, and putting all of the information together in an organized fashion. I figured there must be a way to put all of that wasted time towards actually contacting leads and growing your AUM. I did some research into alternative lead generation companies, and I found that most lead sites are very outdated and aren't suited for those looking for wealth management leads. Thus, I came up with a better solution.

My website is:

I give out free quotes for any custom list that is requested. If any of you on this forum would like to purchase a list, just mention this thread/forum in the "Anything else?" section of the free quote form and I'll provide a 50% discount. I'll allow the discount for the next two weeks (otherwise people might try to reference this three years from now).

I appreciate any suggestions and feedback, after all, this is designed for you!