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The Smarter Solution for Financial Advisors

ProspectIQ.ai delivers HNWI Sales Qualified Leads to financial advisors who are looking to grow their advisory practice and their assets under management.

Our AI engine creates a bespoke marketplace where you can identify, interact and initiate conversations with high net worth individuals that meet your exact targeting criteria.

Whether it is someone with $1M in investable assets or $10M, ProspectIQ.ai can generate meetings for you at scale and we never share them with other advisors.

This Financial Advisor Discovery Zone with provide you with an overview of our AUM Generation Engine and how it can help you grow your practice.

Overview

What is a HNWI Sales Qualified Lead

ProspectIQ.ai vs. The Competition

Our Software Solution

ProspectIQ.ai

info@prospectiq.ai | 200 central avenue, st. petersburg, fl | 727.280.5691

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Book an Appointment

Meet Your New AUM Generation Engine

ProspectIQ.ai employs a proprietary AI model to help you identify, interact and initiate conversations with HNWI sales qualified leads that meet your exact targeting criteria.

A sales qualified lead is an individual that understands your unique value proposition, meets your targeting criteria, has answered your screening questions and has agreed to learn more about your solution and meet with you to discuss working together.

Now you can spend time working with HNWI while instead of trying in vain to find them.

What is a HNWI Sales Qualified Lead

Leads that Convert to Clients

Unlike other lead generation services which generate leads from people that visit a on-line calculator, a ProspectIQ.ai sales qualified lead is someone who we had a one on one conversation with about your solution.

More specifically, the individual that understands your unique value proposition, meets your targeting criteria, has answered your screening questions and has agreed to learn more about your solution and meet with you to discuss working together.

These are leads that are looking for a new financial advisor and want to hear about your solution. 

A “Smarter” Way to Generate AUM

Our company is fundamentally different from the leading financial advisor lead generation services in the following ways:

  • Every lead generated is a result of a one to one conversation with the individual about your unique value proposition.
  • Every leads investable assets are confirmed so you are not wasting your time speaking with an unsuitable prospect.
  • Every lead has verbally opted in to receive more information from your firm specifically and has agreed to meet with a financial advisor at a certain date and time.
  • WE NEVER, EVER EVER SELL THE SAME LEAD TO OTHER FINANCIAL ADVISORS. It is your lead and your lead alone.

 

Finally, our proof of concept program allows you to test out our solution without cost or obligation. Why don’t you see for yourself the ProspectIQ.ai difference.

Leads You Can See Trust and Reach

A key component of our solution is our software.

Not only does it identify high net worth individuals that are more likely to be looking for a financial advisor, it allows you to connect with them at scale.

Our software facilitates a 80% reach rate with First Movers.  These are prospects that are 10X more likely to be looking for a new financial advisor.

Moreover, it provides you a complete 360 Degree overview of your lead generation campaign including recordings and transcripts of every call so you can be prepared at your first meeting to have a substantive conversation.