Lead Generation Services

Identify, Analyse and Connect With Affluent, HNW and UHNW Leads

We Believe That Financial Advisors Should Focus Their Time on High Quality, High Value Leads to Achieve Higher Conversion Rates and Become More Productive

Find high value, high quality leads within our affluent, HNW and UHNW database.

  • We provide organisations with custom-made lists of high value, high quality leads.
  • We help generating, researching and analysing leads, so that advisors can focus on what they do best: Advising clients and closing deals!

Build immediate rapport and personalise your approach by knowing a leads’ current wealth, their business engagements, background, acquaintances, hobbies and interests to derive extra knowledge that helps deepen the relationship.

I want identified leads with...

Proven experience in EIS/VCT investments, worth £1m+, based in a specific location.

Our bespoke, end-to-end lead generation services.

1

Identifying More Leads

Don’t waste time chasing low-value, low-quality leads who aren’t an ideal fit for your offering. Connect with the right potential clients who are pre-identified to fit your business. NETZ can provide you with leads based upon a range of criteria, including but not limited to: location, wealth band, and investment habits.

2

Seize Opportunities to Engage with Leads

Become more effective when engaging and connecting with leads. NETZ provides you with a game plan to establish rapport from day one and increase conversion rates significantly.

3

Closing Deals

Stay on top of your prospects with NETZ’s technology and apply best practice techniques to close deals. Build genuine rapport quickly by using triggers to engage with leads and clients such as achievements, life events, and news events.

4

Nurture Clients

Always know what’s going on in your client’s life, find trigger points to connect and stay relevant in front of clients. Advisors know that regular communication is extremely important, however, finding reasons to reach out is challenging and time consuming. NETZ can help identify triggers and consult with advisors on the best ways to maximise the effects.

5

Maximise Client Life Time Value (LTV)

Generating revenue from existing clients is 5 to 10 times less expensive than winning new clients. However, many advisors are leaving money on the table and under servicing their client base. NETZ can help you get the most out of each client and ensure customer satisfaction.

6

Referrals

The best leads come from within your existing client network. This is not a new concept to seasoned financial advisors and many have built their career on referral-based lead generation. However, not every referral is a good referral. Be pro-active in identifying high-value, high-quality referrals.

Get started with NETZ today!