If you’re in the financial planning industry, financial leads are what you need to help build your book of business. Find quality prospects on Salesgenie! Our detailed business or consumer profiles will help you prepare for sales calls, while our innovative marketing tools will quickly get your message into the right hands.
Call one of our marketing experts at 877.708.3844 to learn more.
Simple, fast, and cost-effective, Salesgenie is the perfect prospecting and marketing service for financial planners. It can help to:
Quickly pinpoint the right prospects
With hundreds of search selections and an easy-to-use design, our search tool makes it simple to find the financial leads you need. And it’s available online or via our handy mobile app, so you can use it wherever, whenever.
Easily manage your sales leads
Salesgenie Lead Manager™ is designed to help you work more effectively—and close more sales. Access valuable tools, including customized views, notes, tags, status icons, and much more.
Create effective marketing campaigns
We make it easy to create professional (and low-cost) marketing campaigns. Quickly put together direct mail or email campaigns, or advertise on Google.
Plus, our marketing experts are dedicated to helping your business succeed. From building lists to designing and executing your campaigns, we can do as little or as much as you need. Simply pick up the phone and put us to work for you!
Find the Perfect Financial Leads
Our marketing experts can help you segment your list based on specific sales criteria—so you can get your message out to the right people.
A few examples include:
- Young professionals
- High-income executives
- Out-of-state movers
- Individuals who have recently changed professions
- And more!
See What Our Customers Are Saying
“As a business owner, it is important to target vertical markets and connect with new clients to continually grow my business. I find using Salesgenie easy, and with their new look in format to target my prospects I can stay on top of my call and email marketing calendar. Their customer service is #1 in my book; I get the answers I need in a timely manner. I highly recommend Salesgenie.”
Tina Louis Penn, PayLab-plus.com
“My company has been using Salesgenie for many years. As a commercial brokerage company, we need to create lists of certain users for the marketing of our lease listings. Salesgenie is very easy to work with, and our rep is also very helpful. Great product and customer support, for sure!”
IPC3838, posted on ResellerRatings.com
“Salesgenie is a very important tool for our business. We are business brokers, which means we help people get the best possible results when they buy or sell a privately held business. Salesgenie lets us quickly and easily obtain targeted leads for our marketing efforts. I remember when we had to spend days getting the information that we can now get in minutes—and we can import it directly into our contact management program in seconds!!!”
BusinessTeam, posted on ResellerRatings.com
“In the two years that I have subscribed to Salesgenie, the system has more than paid for itself. I recommend it to all of my fellow real estate agents when they are about to launch a cold calling campaign.”
Justin Ross, posted on ResellerRatings.com