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
Salesgenie is rated 9.48 out of 10 with 990 reviews.
Rated on October 4, 2019 by JP-26846
"I evaluated a few options and found SalesGenie the best value for the dollar with the most businesses for my teams protecting efforts. The demonstration was quick and to the point and I appreciated the follow-up..."
Rated on September 26, 2019 by Helen_Abad
"I think is very good only frustrating with the clients that no speak English very well. They work with data in differents ethnicities but no can help us or give us services in different languages. I understand that..."
Rated on September 24, 2019 by MoyD
"Very pleased with every single member I spoke with, they walked me through every step and answered any questions I had. "
Rated on September 23, 2019 by JulioPerez-36205
"Angela has been very courteous and easy to work with at Salesgenie."
Rated on September 19, 2019 by brad-39052
"I'm still just getting started with it, but I've already been able to see the value in Salesgenie. I now have access to so many new prospects that I would have never been able to find otherwise. Also, they've been..."
Rated on September 19, 2019 by logojoes
"My experience with Kevin was spot on. He was informative and very clear with his explanation of the program. I am looking forward to begin using the program."
Rated on September 19, 2019 by Darrin-5165
"I researched a few companies and found the salesgenie platform to be the best one out there. It’s easy to use and they take their time to ensure you understand how to search leads and extract any relevant..."
Rated on September 17, 2019 by KatherineMcCord
"Flexible customer service... Got a decent lead list and the filters are good, but there should be a preview before you export, and you should be able to get credits back when emails bounce. "
Rated on September 16, 2019 by GigiBecker
"Overall great experience, very up to date, correct data with a few exceptions with emails but they have always given us credit for the bad emails. Could be a little more user-friendly, but overall a positive..."
Rated on September 13, 2019 by tony-62267
"We are a customer acquisition company in a unique space in the solar industry. We have a requirement to search for specific types of businesses in specific regions (i.e. utility load zones). It was critical for us..."