Partner with Advisor Link
Advisor Link takes a careful approach to expanding our panel, allowing us to develop a comprehensive understanding of our clients and their teams. This ensures that we can provide individuals with prompt access to the most suitable advice tailored to their specific needs. Although we are located in London, our influence spans across the country, collaborating with a network of Independent Financial Advisors and Wealth Management Practices nationwide.
When you partner with Advisor Link, you can concentrate on what you do best, while we take care of the appointment scheduling for you.
Cost Effective
Advisor Link stands out from many prospect generation services in the Wealth Management sector by implementing a straightforward flat fee structure.
Our fees are consistent, not tiered, and remain unaffected by the size of the case. This approach allows us to provide a cost-effective solution for lead generation, enhancing the value we bring to our clients' businesses.
We are committed to giving our clients the best opportunity for success without the burden of inflated fees, and we never require any upfront payments.
Simplified Appointment Setting Process
Advisor Link simplifies the appointment setting process, making it easier for our clients.
We're delighted to arrange your prospect meetings based on your calendar availability.
If you prefer, we can also provide you with all the details of each prospect so you can send the invitations yourself.
We pride ourselves on being flexible and will always accommodate each client's preferred appointment setting method.
Qualified Leads
Advisor Link has created a thorough prospect qualification form that allows us to provide our clients with detailed information about each prospect and their specific needs. Being a flexible and client-oriented company, Advisor Link is also open to utilizing our clients' in-house forms for prospect qualification if that is their preferred approach.
Adding Value
At Advisor Link, our commitment is to provide value to all of our partners. We prioritize integrity in our operations and are continually looking to expand our panel with new experts. Advisor Link can offer a steady stream of high-quality prospects or cater to your needs as they arise. Regardless of your capacity, we strive to give our clients the best opportunity for success and to showcase the value we bring from the very beginning of our partnership.
Advisor Link Ltd © 2024 – All rights reserved. Advisor Link Ltd is registered in England and Wales (Company No.15846769). Advisor Link Ltd helps match individuals with financial advisors and wealth managers.
