Marketing service targets IFAs seeking new clients

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A new type of lead generation marketing service has been launched for IFAs which establishes specifically what investment advice the client requires ahead of an appointment.

Developed by Investor Connections, the initiative is the first of its kind as it presents IFAs with exclusive access to appointments with clients seeking investment advice in the firm’s postcode area, but without having to do the marketing required to pull in new clients. Investment intermediary firms reserve rights first to a postcode on a ‘first-come, first served’ basis by paying an initial fee of £250 for three months but can then extend those rights a further three years for an additional £750. Once an adviser firm signs up to the service, Investor Connections will then provide t...

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