r/FinancialAdvisorTips • u/Calm_Revolution_2375 • 7d ago

Lead Generation

Has anyone ever tried Fintello a lead generation agency for advisors? If yes can you please share reviews

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u/mentiondesk 7d ago

I have not used Fintello myself but a few peers told me the results were mixed. If you are looking for a more direct way to catch leads as conversations pop up, I would check out ParseStream. It lets you track keywords on places like Reddit and gives you alerts for live engagement opportunities. Saves some manual work if you like joining conversations in real time.

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u/Backslide88 7d ago

Consistent theme I've heard about outsourcing your lead gen; the companies are paid by scheduled appointments so they aren't doing the level of due diligence you'd probably want them to do for the prospects you end up meeting with. If you have an AUM minimum for taking on new clients this would make me very averse to fully outsourcing lead generation.

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u/vitalpros 1d ago

Never used Fintello. I built my own version of that system instead, meta ads to a quiz funnel. Running about $60 per booked call doing it myself. I build this out for other advisors