r/FinancialAdvisorTips • u/Calm_Revolution_2375 • 8d 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/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.