Guides for advisory and broking desks

Cheap leads can cost more per paying client. How an advisory firm can work out cost per client for every lead source, with a worked example.

Name, number and enquiry time are only the start. What a usable live stock market lead must include, what it must never include, and a 7-point checklist.

2, 4 or 10 live leads a day? How to size a live-lead pack for a small advisory desk so every enquiry is called within minutes.

The five details to send a lead or data supplier — product, state, size, team and delivery — so your desk gets leads it can actually work.

What it means when a live lead is shared with two firms, how it affects your calling, and when an exclusive campaign under your own brand makes sense.

Missed the first call? A simple WhatsApp follow-up routine that keeps live stock market leads warm, without spamming or promising returns.

Calling data is easy to buy and easy to regret. Before you pay any supplier, including us, ask these six questions.1. How is the list graded?A good supplier can tell you how the numbers connected when they were dialled, and sells different grades for different...

A live lead is a person who, a few minutes ago, asked to hear from an advisor. That moment does not last. The desks that convert live leads well have one habit in common: they call within five minutes.Why the first five minutes matterThe person is still thinking about...

Every new advisory desk hits the same question in its first month: spend the lead budget on live leads or on calling data? They look similar on an invoice. On the floor they behave very differently.What each one isLive web leads are people who filled a form on a Meta...