Rev up the generator: where do advisers get leads in 2013?

LEADS

Laura Miller
clock

New clients are the lifeblood of any growing business, but do lead providers really get you the new business you're after? PA asked advisers for their views…

Mike Weedon, partner at Life Cover for All, a small protection-only broker, said lead generation is potentially the goose that lays the golden egg but in reality can end up costing you a lot of time and effort for little or no reward. “Until this week we have never bought leads and after this week we will not be doing so again. I knee jerked and bought a very small number of leads. "The lead generator was aware of what we were after, but we have had about half a dozen leads and to be honest I don’t think I will even take the remaining ones. “In our experience the best leads come fr...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Interactive video: Navigating today's complex financial landscape as an adviser?

Interactive video: Navigating today's complex financial landscape as an adviser?

Advisers today operate in a competitive landscape, grappling with intricate client demands, increasing regulatory oversight, and volatile markets.

Sarka Halas
clock 04 April 2025 • 1 min read
Interactive video: Why financial wellbeing is at the heart of financial planning

Interactive video: Why financial wellbeing is at the heart of financial planning

Sound investment advice is a significant part of an advisor's role to help navigate markets and prepare clients for major life changes, but wellbeing should be a key consideration.

Sarka Halas
clock 02 April 2025 • 1 min read
Interactive video: Building and nurturing strong client relationship

Interactive video: Building and nurturing strong client relationship

Personalised advice is so pivotal in building trust. But how does this work in practice?

Sarka Halas
clock 31 March 2025 • 1 min read