We’ve designed our pay per lead agency for investment advisors to serve advisors, planners, and firms looking for measurable tractionnot empty clicks. We work with solo financial consultants, licensed RIAs, and asset managers who need genuine conversations, not vague form fills.
Our service model is simple: we supply verified investor leads with an intent to act. Every lead is run through our qualification filters to match your niche, AUM requirements, and ideal demographic. We sync to your contact rhythm and deliver on performance, not promises.
Our campaigns aren’t guesswork. They’re mapped to how investors research, compare, and book advisory services. We plug into those search patterns and only bring through people at the right stageready to speak.
We filter by investable assets, client type (individual, business, retirement planning), and timeline for action.
We create ads, landing pages, and follow-up touchpoints that stay within compliant language while still triggering action.
We sync your calendar slots directly into the lead form logic, so each inquiry lands ready for a booked slot.
We use behavioural data to catch high-intent searches like “early pension withdrawal planning” or “secure income after 60.”
We push leads directly into Salesforce, HubSpot, or your custom CRM with tags, filters, and timestamps preloaded.
We deliver a 3-touch pre-warm sequence via email/SMS so when your team calls, they’re talking to someone who knows you by name.
We don’t run broad campaigns with vague targeting. We analyze thoroughly into advisor-specific queriesinvestment help near me, 401k rollover, help managing my money, ethical portfolio, tax-efficient investing, and more. Every channel is tuned to capture qualified search intent.
Here’s how we turn traffic into genuine leads:
Example: A wealth manager specialising in ESG portfolios received 47 leads in one month after we switched copy to “green investing returns” and filtered by HNW interest.
We know that investors don’t “buy” financial advice the way they book a hotel room. That’s why our system is set up to educate, pre-qualify, and guide them to your doorso by the time they speak with you, they’re halfway through the decision already.
Our service includes:
And no matter what, you only pay when the lead lands in your system, verified and ready for action.
We’re not just pushing ads. We’re building pipelines. Here’s what makes our system different:
One of our longest-term advisor clients started at 10 leads/month. They now scale to 75+ monthly and have hit a 2.4X ROI consistently for 8 months straight.
We don’t just talk metrics—we back them up. When investment advisors work with us, they get pre-qualified, intent-rich leads that convert. We’ve built campaigns across fee-only models, RIA structures, and wealth planning firms, and our lead delivery stays consistent because we build each flow around the real services you offer.
Campaign focused on 35–55 year-olds with £ 150 K+ in assets delivered 44 leads. 40 were booked and pre-qualified within 10 days.
We targeted values-based search terms like “faith-led investing” and “ethical portfolio management.” CPL came in at £48. ROI: 3.1X.
Targeting “401k rollover options,” we ran a 3-week PPC burst. Outcome: 29 booked consultations, 14 moved to account management.
Yes, we segment by age, AUM, advisory preference (fee-based, performance-based), and intent (planning, rollover, etc.).
Absolutely. We verify via phone, email, and confirm lead intent before it hits your dashboard.
Yes. All leads are 100% exclusive no resell, no round-robin systems.
Yes. We support native integrations with CRMs, booking tools, and Zapier.
Ranges from £45–£95 depending on audience type, urgency, and geography.
We know your world is full of noise, so we keep ours clean. We work with serious financial professionals who want ROI they can track and conversations that convert to long-term assets under management. You tell us your criteria we build the funnel.
Pearl Lemon Ltd. Kemp House, 152 – 160 City Road London, EC1V 2NX United Kingdom
info@pearllemongroup.com
US: +16502784421
UK: +442071833436
Have questions or inquiries? Send us a message! Our team is here to provide the support and information you need to achieve your business goals. Success starts with your message!
At Pay Per Lead Services Agency, we help businesses succeed by providing results-focused services where you only pay for the leads that matter. Focus on outcomes, not promises, and watch your business thrive.
Our pay-per-lead model gets you high-quality prospects ready to talk. No fluff, no wasted ad spend. Book a free call now and start getting leads that grow your business.
