Services · Pay-Per-Lead Campaigns
Pay-Per-Lead Campaigns Solutions for Financial Planning Firms
The Challenge
Why Financial Planning Firms Bleed AUM on Bad Lead Sources
Shared leads convert under 2%
< 2% conversion
Purchased Leads Cost $40–$120 and Convert Under 2% - Most RIAs pay $40–$120 per pre-qualified annuity lead yet see conversion rates below 2%, burning budget on contacts who never engage.
Most RIAs pay $40–$120 per pre-qualified annuity lead yet see conversion rates below 2%, burning budget on contacts who never engage. With $176.8 trillion in assets under management industry-wide, inefficient lead generation diverts focus from managing client portfolios to chasing unqualified prospects that fail to meet fee-only fiduciary standards.
20% leave in year 1
Top Reason Clients Leave: Untimely Call Returns
E*TRADE research shows 20% of clients leave within year one , with untimely phone call returns cited as the primary driver — speed-to-lead isn't optional, it's retention.
~20% client-facing time
Advisors Spend Only 20% of Time With Clients
The average advisor spends ~20% of their time meeting with clients — the rest disappears into admin, marketing, and chasing unqualified leads instead of growing AUM.
The GrowthPros System
How GrowthPros Delivers Qualified Prospects to Financial Planning Firms
Exclusive leads by niche, AI follow-up in minutes, and dead lead reactivation — all compliant and CRM-ready.
GrowthPros sells leads as a product — not marketing services. We source exclusive and capped-shared (max two buyers) leads for finance and insurance niches, qualify them before delivery, and follow up with AI voice, SMS, and email within five minutes, 24/7. Every lead arrives with a consent record (disclosure text, timestamp, IP, named contacting party) and lands directly in your CRM via webhook, Zapier, or native integration. We also reactivate your dormant opted-in lists with a multi-channel AI sequence — typically 8–re-engage at 60–below new-lead cost.
- Exclusive and capped-shared leads for finance/insurance niches — qualified, consent-recorded, never dumped in a shared inbox
- AI voice, SMS, and email follow-up within five minutes on every lead — included, not an upsell
- Dead lead reactivation on your opted-in CRM data — DNC-scrubbed, compliant, pushes qualified contacts back to your CRM
Why GrowthPros
Why Financial Planning Firms Choose GrowthPros
Exclusive Leads Close 15–Higher Than Shared
Exclusive leads cost 2–4x a shared lead but close at a 15–higher rate, ensuring your budget targets high-intent prospects rather than shared marketplaces. This quality-over-volume approach reduces the administrative burden of compliance review on unqualified contacts.
Exclusive leads close 15–higher
Five-Minute Follow-Up Makes Contact 100x More Likely
Speed-to-lead is critical for retention; contacting a lead within five minutes makes contact roughly 100x more likely than at thirty minutes. Our AI handles voice, SMS, and email 24/7, ensuring you never miss the window to convert a prospect before they move to a competitor.
Contacting a lead within five minutes makes contact roughly 100x more likely than at thirty minutes
Compliance-Ready Every Lead, Every Time
Every lead carries a full consent record—disclosure text, timestamp, IP address, and named contacting party—preventing violations of SEC Rule 206(4)-1. Lists are DNC-scrubbed before outreach, with opt-outs honored permanently across all channels.
Full consent trail per lead
Scope of Work
What the work includes.
- Exclusive and capped-shared leads for finance, insurance, and mortgage niches — qualified and consent-recorded before delivery
- AI Speed-to-Lead: voice, SMS, and email follow-up within five minutes on every lead, included at no extra cost
- Dead Lead Reactivation: multi-channel AI sequence on your opted-in dormant lists — DNC-scrubbed, compliant, 8–re-engagement typical
- CRM Delivery: webhook, Zapier, or native integration into Salesforce, HubSpot, Follow Up Boss, and most major CRMs — or a provisioned CRM ready same day
- Compliance Built In: every lead carries disclosure text, timestamp, IP, and named contacting party; FCC one-to-one consent direction from day one
- No self-serve checkout — 15-minute qualification call sets real numbers, volume commitments, and hybrid structures
How It Runs
The path, step by step.
01
Define Your Niche and Goal
Tell us the financial planning niche you serve — retirement planning, high-net-worth, divorce financial planning, etc. — and whether you want fresh exclusive leads, dead list reactivation, or both.
02
We Source and Qualify
We deliver exclusive leads by niche or run multi-channel AI reactivation on your opted-in database — DNC-scrubbed, consent-recorded, qualified before they reach you. Funnel submissions reviewed same business day.
03
Leads Land in Your CRM, Ready to Convert
Every lead arrives in Salesforce, HubSpot, or your provisioned CRM with consent trail attached. AI has already followed up in minutes. Reactivation campaigns run 30–90 days. You talk to qualified prospects, not raw data.
Quick Wins
Worth doing first.
- Native integration with Salesforce or HubSpot pushes leads directly into your pipeline, eliminating manual data entry so you can focus on AUM growth rather than chasing unqualified contacts.
- Capped-shared leads ensure you never compete against five other firms for a single prospect, aligning with fee-only fiduciary principles by prioritizing quality over market saturation.
The Difference
What sets the work apart.
- Leads as a product — not marketing services or agency retainers
- Capped-shared means max two buyers — never five like Angi or HomeAdvisor
- AI follow-up in five minutes on every lead — voice, SMS, email, 24/7
- Dead lead reactivation at 60–below new-lead cost — 8–typically re-engage
- Full consent record per lead: disclosure, timestamp, IP, named party
- DNC-scrubbed before any outbound — opt-outs honored permanently
- Lands in your CRM same day — webhook, Zapier, or provisioned CRM
- Owned by AIQ Labs alongside AI Business Sites and Worqd — one ecosystem
Questions
Asked and answered plainly.
Every lead carries a full consent record — disclosure text, timestamp, IP address, and the named contacting party. Lists are DNC-scrubbed before any outbound contact, and opt-outs are honored immediately and permanently across SMS, voice, and email. Reactivation targets only pre-existing, opted-in relationships — never cold lists — with FCC one-to-one consent direction built in from day one.
Directional cost-per-lead bands for finance and mortgage niches run $80–$250 for exclusive leads. Capped-shared (max two buyers) costs less per lead. Exclusive leads cost 2–4x shared but close 15–higher. Final pricing is set on a 15-minute qualification call — no self-serve checkout, no invented numbers.
Yes. Our Dead Lead Reactivation service connects or uploads your opted-in dormant list and runs a multi-channel AI sequence — SMS first, voice follow-up, email backup. Lists are DNC-scrubbed before outreach. Typically 8–of a dormant database re-engages, delivered as qualified contacts back into your CRM at 60–below new-lead cost. Campaigns run 30–90 days.
Leads land in your CRM same business day via webhook, Zapier, or native integration into Salesforce, HubSpot, Follow Up Boss, ServiceTitan, and most others. We can also provision a CRM ready the same day if needed. AI follow-up (voice, SMS, email) fires within five minutes of lead creation — 24/7 — before the lead even reaches your inbox.
Marketplaces sell shared leads to five or more advisors — we cap shared at two buyers max, and exclusive means you're the only one. Every lead gets AI follow-up in five minutes (not an upsell). You get a consent record per lead for compliance. Reactivation revives your own opted-in data at a fraction of new-lead cost. No monthly platform fees — you pay per qualified lead or reactivation.