Services · Pay-Per-Lead Campaigns
Pay-Per-Lead Campaigns Built for Retirement Planning Firms
The Challenge
Why Retirement Planning Firms Struggle to Grow
client acquisition
16,544 advisers competing in 2025
16,544 Advisers Competing for the Same Retirement Planning Prospects
The advisory field keeps crowding: adviser headcount climbed to 16,544 in 2025, while clients served grew 7.7% to 73.7 million. Every RIA, wealth manager and retirement planning firm is bidding on the same high-intent prospects — people searching for retirement income solutions, DB vs. DC plan guidance, or a second opinion on their Target Date Fund allocations. With 33% of all US household financial assets now sitting in retirement accounts, client acquisition costs keep rising while response times keep slipping.
of buyers choose the first responder
Retirement Planning Inquiries Go Cold Before Your Team Ever Dials
of buyers choose whoever responds first. But most retirement planning firms are stretched thin across compliance reviews, plan documents, portfolio rebalancing and client reviews — so inbound inquiries about rollovers, IRA consolidation or retirement income planning sit unanswered for hours, sometimes days. By the time your adviser calls, the prospect has already booked with the first firm that answered. Contacting a lead within five minutes makes contact roughly 100x more likely than at thirty minutes.
$51.2T in US retirement assets
Shared Lead Marketplaces Sell Your $51.2 Trillion Prospect Five Ways
Buy leads from a shared marketplace and the same retirement prospect gets sold to four or five competing advisers. In a market where US retirement assets reached $51.2 trillion — including $19.9 trillion in IRAs and $15.0 trillion in DC plan assets — a prospect actively seeking retirement income guidance is far too valuable to share five ways. You pay the same per lead as your competitors and then race them to the phone.
The GrowthPros System
How GrowthPros Delivers Leads for Retirement Planning Firms
Leads as a product — not another marketing retainer
GrowthPros sells qualified retirement planning leads as a product. Every lead is exclusive or capped-shared (maximum two buyers, never five), time-stamped, and consent-recorded with disclosure text, timestamp, IP address and named contacting party. The moment a lead arrives, our AI follows up by voice, SMS and email inside a five-minute window — qualifying intent and booking the call or handing you a warm contact. Leads land directly in your CRM via webhook, Zapier, or native integration with Salesforce, HubSpot, Follow Up Boss and most others. Already sitting on a dormant, opted-in prospect list? Our dead lead reactivation campaigns typically re-engage 8–of that database with a multi-channel AI sequence.
- Exclusive retirement planning leads — qualified, time-stamped, and consent-recorded before they ever reach your inbox
- AI voice, SMS and email follow-up within five minutes on every lead, included at no extra cost — not an upsell
- Dead lead reactivation revives your opted-in CRM list, typically re-engaging 8–of dormant contacts
Why GrowthPros
Why Retirement Planning Firms Choose GrowthPros
Exclusive Beats Shared, Every Time
Exclusive retirement planning leads cost 2–4x a shared lead but close 15–higher. For a retirement planning firm, where a single client relationship can span decades of DB/DC plan transitions, rollovers and retirement income drawdowns, that exclusivity compounds: one exclusive prospect is worth a pipeline of marketplace leads you'll never close.
Exclusive leads close 15–higher than shared leads
Five-Minute Speed-to-Lead, 24/7
Every retirement planning inquiry — fresh or reactivated — gets AI voice, SMS and email follow-up inside a five-minute window, 24/7, included with every lead rather than sold as an upsell. The AI qualifies intent (rollover, income planning, plan review) and books the consultation or hands your advisers a warm contact before competitors have even opened their inbox.
Five-minute response makes contact roughly 100x more likely than responding at thirty minutes
Compliance Built Into Every Lead
Every lead arrives with a full consent record — disclosure text, timestamp, IP address and named contacting party. Lists are DNC-scrubbed before any outbound contact, opt-outs are honored immediately and permanently across SMS, voice and email, and FCC one-to-one consent direction is built in from day one. Your compliance officer gets an audit trail, not a liability.
Consent-recorded, DNC-scrubbed leads with full audit trail attached to every delivery
Scope of Work
What the work includes.
- Exclusive and capped-shared retirement planning leads — each one qualified, time-stamped, and consent-recorded before delivery, never dumped into a shared inbox.
- AI Speed-to-Lead: every lead gets voice, SMS and email follow-up inside a five-minute window, 24/7 — included with every lead, not an upsell.
- Dead lead reactivation: connect or upload your opted-in dormant list and a multi-channel AI sequence (SMS first, voice follow-up, email backup) typically re-engages 8–of it.
- CRM and delivery flexibility: webhook, Zapier, or native integration into Salesforce, HubSpot, Follow Up Boss, ServiceTitan and most others — or a provisioned CRM ready the same day.
- Compliance-first sourcing: every lead carries disclosure text, timestamp, IP address and named contacting party, with DNC scrubbing before any outbound contact.
- Transparent directional pricing: exclusive leads cost 2–4x shared but close 15–higher — real numbers set on a 15-minute qualification call, never invented.
How It Runs
The path, step by step.
01
Book Your 15-Minute Qualification Call
Tell us your niche — retirement planning, 401(k) rollovers, retirement income planning — and your monthly lead goal. We'll set real numbers, honest about fit, committing you to nothing.
02
We Source and Qualify Your Leads
Fresh exclusive leads are sourced by niche, DNC-scrubbed and consent-recorded. AI voice, SMS and email follow-up qualifies intent and books the call — inside five minutes, around the clock.
03
Leads Land in Your CRM, Ready to Close
Each lead arrives with its consent trail attached, delivered via webhook, Zapier, or native CRM integration — or a provisioned CRM ready the same day with exportable data.
Quick Wins
Worth doing first.
- Reactivate your dormant seminar and webinar lists: typically 8–of an opted-in database re-engages, at 60–below the cost of new-lead acquisition — priced per qualified reactivation.
- Run a 15-minute qualification call to set real numbers for your niche — no self-serve checkout, no invented pricing, and no commitment until fit is confirmed.
The Difference
What sets the work apart.
- Leads sold as a product — not another marketing retainer
- Capped-shared means maximum two buyers, never five
- AI voice, SMS and email follow-up included with every lead
- Every lead carries a full consent record and audit trail
- Dead lead reactivation revives lists you already own
- Native CRM delivery into Salesforce, HubSpot, Follow Up Boss and more
- DNC-scrubbed lists with immediate, permanent opt-out honoring
- Backed by AIQ Labs — real AI infrastructure, not outsourced vendors
Questions
Asked and answered plainly.
We source fresh leads by niche and qualify them before delivery. You choose exclusive leads (only you receive them) or capped-shared leads that go to a hard maximum of two buyers — never five like shared marketplaces. Exclusive leads cost 2–4x a shared lead but close 15–higher.
Every lead — freshly sourced or reactivated — gets AI voice, SMS and email follow-up inside a five-minute window, 24/7. The AI qualifies intent and either books the consultation or hands you a warm contact. This speed-to-lead is included with every lead, not an upsell.
Yes. Every lead carries a consent record with disclosure text, timestamp, IP address and the named contacting party. Lists are DNC-scrubbed before any outbound contact, opt-outs are honored immediately and permanently across SMS, voice and email, and FCC one-to-one consent direction is built in from day one.
It starts with a 15-minute qualification call where we set real numbers based on your niche and volume goals. Once approved, sourcing begins and leads flow into your CRM via webhook, Zapier, or native integration — or we provision a CRM the same day. Reactivation campaigns run 30–90 days, and funnel submissions are reviewed the same business day.
Marketplaces sell the same lead to four or five buyers, forcing you to race competitors to the phone. GrowthPros caps shared leads at two buyers maximum, delivers every lead consent-recorded and qualified, and includes AI follow-up within five minutes. We also reactivate your own dormant opted-in lists — typically re-engaging 8–of a database you've already paid to build.