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!
Try Salesgenie FREE!
Fill out the form to get your free 3-day trial plus 150 free leads now.
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 9.85 out of 10 with 1058 reviews.
Rated on June 30, 2020 by ali-229
"When I need help, there team go beyond the call of duty! Thank you!"
Rated on June 26, 2020 by joshjohnson-35674d
"They are a tremendous help and are there if I need them. They are very dependable and highly recommend their service. I would ask for Ann Mckenna, she is very helpful."
Rated on June 12, 2020 by joshjohnson-81
"Ann McKenna is very helpful and has been great. "
Rated on June 12, 2020 by schase-17260
"My sales rep has followed up with me to make sure my needs are being taken care of and that is wonderful. "
Rated on June 12, 2020 by JeffCurrie
"Follow up and professionalism!"
Rated on May 20, 2020 by aprilrogers
"Salesgenie is a great marketing tool. This have an easy to use platform and the training and customer service is exceptional. "
Rated on May 19, 2020 by StephenRogers
"This was a good oversight. The 1st attempt last week did not work as well. Probably my computer skills that prevented me from entering the web seminar on time."
Rated on May 19, 2020 by mikecloyd
"The Salesgenie team has been excellent to work with and the support is amazing. My account manager, Damon, has been an enormous resource in helping me build my business. I trust Damon and I trust Salesgenie. The..."
Rated on May 19, 2020 by delpenano
Rated on May 19, 2020 by auditlok1
"Salesgenie is a wonderful tool. I lost my job and am starting over with my new business and I use Salesgenie everyday Bertie is a great instructor."