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 9.62 out of 10 with 1017 reviews.
Rated on December 10, 2019 by Nes121787
"Salesgenie's leads and customer service is second to none. Ann is always there to help and always so positive !!! Highly recommended!!!"
Rated on December 9, 2019 by wilgenfritz
"Great training, customer service!!! I would recommend to a friend."
Rated on December 5, 2019 by Carolelstein
"Bertie’s instructions on list pulling techniques were easy to follow. I have cultivated leads I didn’t already have. Last week one of these leads generated a significant sale. Thanks Bertie and Sales Genie!"
Rated on December 4, 2019 by SusanSmith
"I think the program is awesome but more important, the fact that there's training involved and that you're not left on your own is amazing. Burtie made it easy and is very good at what she does. I very much..."
Rated on November 22, 2019 by jumpmansportsconditioning
"I had the best experience this morning with Bertie! She walked me through the training with ease and answered all of my questions. Amazing customer service. I would definitely recommend to anyone looking for a great..."
Rated on November 21, 2019 by Jamiecrowe
"The leads are great, system is easy to use and the service provided is always helpful! Our representative is prompt and professional with all my questions and needs. I highly recommend Salesgenie to any business..."
Rated on November 21, 2019 by nathspa-96674
"Salesgenie is the best! No other lead service has been able to work within our rather unique parameters. Our rep Brian is always eager to help us whenever we call and has proven himself to be an integral part of..."
Rated on November 21, 2019 by Rolexor
"As I'm sure everyone says, "I'm in a unique field." Well, I actually am...Most people tell me they didn't even know what I do is a thing. With that said, it is sometimes difficult to determine who to market to. ..."
Rated on November 21, 2019 by juliescarborough
"Bertie was great at explaining the process and going over innovative ideas for me to reach more prospects "
Rated on November 21, 2019 by BriyannaItuen
"Great customer service. Very informative about everything I needed to know. I feel confident that salesgenie will help my business grow. "