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Start Capturing Web-Based Leads

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A How-To For Financial Professionals

When surveyed, most financial professionals state that prospecting is their greatest challenge. One of the best tools for creating prospects today is a lead-generating website.

This beginner’s guide will help financial professionals understand how to capture web-based leads. When your website is constructed correctly, you can effectively capture leads and grow your business.

Get the eBook now.

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© 2024 Partners Advantage - A Gallagher Company


FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE PUBLIC.


This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engages in (or refrains from) a particular course of action. Individual results may vary based on a financial professional's skill level and competence.

Reference to the terms "advisor," "financial advisor," and "investment advisor" refer to properly licensed or designated financial professionals under the Investment Advisers Act of 1940 and/or State Blue Sky Laws.

Financial Professionals should ensure they continue to follow the current policies and procedures of their broker-dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. Utilizing third-party vendors does not absolve a financial adviser from their fiduciary responsibilities to their clients.

Partners Advantage is not affiliated with any third-party or software vendors, nor do we guaranty the accuracy or quality of their services. Although we may promote and/or recommend the services offered by these companies, financial professionals are ultimately responsible for the use of any materials or services and agree to comply with the compliance requirements of their broker/dealer and Registered Investment Adviser, if applicable, and the insurance carriers they represent.

Partners Advantage - A Gallagher Company (Partners Advantage) is not a Registered Investment Adviser (RIA) as such, Partners Advantage does not directly offer the concepts or investment platforms discussed. Partners Advantage has business relationships with RIAs for the purpose of wholesaling insurance products to their advisors for which Partners Advantage receives compensation. Partners Advantage is not responsible for any claims or actions brought against financial professionals who independently make the decision to become financial advisers.

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