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 9.54 out of 10 with 806 reviews.
Rated on September 19, 2018 by joshuaraymanagement
"I would tell other people to make sure to use her. She answers EVERY time and always makes sure to get you what you need instantly . "
Rated on August 27, 2018 by bobhale-54405
"Very attentive representative Angela. Always available for help and advice. "
Rated on August 20, 2018 by NadieneRaia
"Love the new business listings! Great way to beat your competitors and get to them first. I have my telemarketer call them and set up appts. have definitely sold many new businesses using Salegenie. "
Rated on August 20, 2018 by Hank-84610
"Salesgenie is a wonderful feed of information of different industries with potential customers. Hank "
Rated on August 15, 2018 by rossi1819
"I've been using Salesgenie for about 6 months and it has been extremely helpful in locating specific dentists and specialists around the city. I've found the information to be mostly accurate and the site is very..."
Rated on August 10, 2018 by rwest-16439
"The team at Salesgenie has provided excellent service and quick turnaround for our projects. The leads we have gotten have proven to be effective and helped drive our sales process."
Rated on July 31, 2018 by BruceYedlin
"I just want to say Kari Hein is the best; I waited and waited until finally I made the decision to go with Sales Genie. Kari was never pushy and always very professional. I know I have a team player when I call..."
Rated on July 31, 2018 by MelissaRennieBasil
"Kari was great! She did a very simple yet informational overview of the features. "
Rated on July 31, 2018 by mavaniq
"I approached Sales Genie because I needed to find lead in my market. ..."
Rated on July 27, 2018 by asupp
"Kari was fantastic in helping us through this process! Her responsiveness has made such a difference in our progress. We have already set a few appointments up with the leads that Salegenie has provided. We are..."