Broad-based marketing efforts designed to elicit response from just about anybody with investable assets are often ineffective and costly in the short and long terms. As such, First Allied lead generation services are based on the concept that you are best served by seeking to expand your production among individuals and businesses whose needs match your specific focus.

To identify prospects in your area who match your focus, First Allied provides access to lead databases that allow us to conduct highly segmented searches on your behalf. As part of a concierge service available to all advisors, you simply select the criteria that best describe your ideal prospect, and our marketing specialists will conduct queries and send you lists of qualified leads for use in marketing campaigns. Consultation with our marketing specialists to refine lists and evaluate marketing methods is also available to you at no charge.

For more granular retirement plan searches, First Allied’s Retirement Services team has access to lead database capabilities that enable you to search for owners of retirement plans across a wide variety of segmentation criteria. The resulting leads lists are supported by an expansive selection of drip materials, deliverables, retirement plan calculators and resource guides complete with best practices for marketing pension plans.

Regardless of the database source, all lead information is emailed to you in an Excel spreadsheet. You will receive all information that is available per the type of search undertaken, most often including addresses, phone numbers and email addresses. You can use the available information for seminars, drip campaigns or cold calling.