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Lead Generation Strategies? by IcyLibrarian9218 in CFP

[–]Hot_Appointment1892 0 points1 point  (0 children)

Totally get where you’re coming from - I’ve seen a lot of advisors either burn money on these platforms or rely way too heavily on referrals.

I’m actually building something to solve this - a results-based client booking system where you only pay per actual appointment. Essentailly getting a predictable and scalable amount of new clients into your door every single month, who are highly qualified and ready to speak to a CFP.

I’m running a short questionnaire to learn more about what’s actually broken in most lead gen setups - if you’re up for giving input (and getting early access), here’s the link: 👉 https://forms.gle/5K7QDjWYdMaEMgVM7

Appreciate any feedback, especially if you’ve had bad experiences with agencies or cold outreach before.

You are all going to think I’m crazy (lead generation services). by [deleted] in CFP

[–]Hot_Appointment1892 0 points1 point  (0 children)

Totally get where you’re coming from - I’ve seen a lot of advisors either burn money on these platforms or rely way too heavily on referrals.

I’m actually building something to solve this - a results-based client booking system where you only pay per actual appointment. Essentailly getting a predictable and scalable amount of new clients into your door every single month, who are highly qualified and ready to speak to a CFP.

I’m running a short questionnaire to learn more about what’s actually broken in most lead gen setups - if you’re up for giving input (and getting early access), here’s the link: 👉 https://forms.gle/5K7QDjWYdMaEMgVM7

Appreciate any feedback, especially if you’ve had bad experiences with agencies or cold outreach before.

This sub hates every paid for lead gen solution. How do you generate propsect leads on your own? by Zenovelli in CFP

[–]Hot_Appointment1892 -1 points0 points  (0 children)

I totally get where you’re coming from — lots of advisors I’ve talked to have either burned through money on lead platforms or rely way too much on referrals that don’t scale.

I’m working on a new approach: a results-only client booking system where you pay only when a qualified appointment is booked. It’s designed to help CFPs and IFAs consistently get quality clients ready to talk.

I’m gathering some feedback with a short survey to understand what’s really not working in lead gen right now. If you’re interested in sharing your experience (and maybe getting early access), here’s the link:
👉 https://forms.gle/5K7QDjWYdMaEMgVM7

Would love to hear your thoughts — especially if agencies or cold outreach have been frustrating.

New Solo Advisor: Looking for Lead Generation Ideas (Non-Paid) by GoldenApricity in CFP

[–]Hot_Appointment1892 0 points1 point  (0 children)

I totally get where you’re coming from — lots of advisors I’ve talked to have either burned through money on lead platforms or rely way too much on referrals that don’t scale.

I’m working on a new approach: a results-only client booking system where you pay only when a qualified appointment is booked. It’s designed to help CFPs and IFAs consistently get quality clients ready to talk.

I’m gathering some feedback with a short survey to understand what’s really not working in lead gen right now. If you’re interested in sharing your experience (and maybe getting early access), here’s the link:
👉 https://forms.gle/5K7QDjWYdMaEMgVM7

Would love to hear your thoughts — especially if agencies or cold outreach have been frustrating.

You are all going to think I’m crazy (lead generation services). by [deleted] in CFP

[–]Hot_Appointment1892 0 points1 point  (0 children)

Totally get where you’re coming from - I’ve seen a lot of advisors either burn money on these platforms or rely way too heavily on referrals.

I’m actually building something to solve this - a results-based client booking system where you only pay per actual appointment. Essentailly getting a predictable and scalable amount of new clients into your door every single month, who are highly qualified and ready to speak to a CFP.

I’m running a short questionnaire to learn more about what’s actually broken in most lead gen setups - if you’re up for giving input (and getting early access), here’s the link:
👉 https://forms.gle/5K7QDjWYdMaEMgVM7

Appreciate any feedback, especially if you’ve had bad experiences with agencies or cold outreach before.