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Investor Leads

Are you looking for investor leads? If so, you must realize that generating investment leads can be a complicated procedure, particularly if you start without a concrete action and business plan. This article will show some fundamental strategies that can be efficient lead making technique for brokers planning to add client while preventing some of the obsolete ineffective methods.

To perform this process successfully, you will need paper, pen, business card book, address book, and phone. Now, get ready to squeeze your marketing juices and begin producing investor sales leads.

Lead Generation Process

One of the investing tips that you should keep handy all the time is to learn about the “wrong” method. Unless the firm is giving you with leads, as a new and inexperienced broker, you will unavoidably find yourself performing the traditional lead generation techniques. This normally incorporates making phone calls or knocking on doors for one-on-one interaction.

The drawback in these methods is that it is terribly incompetent, incorporates a high degree of rejection, and is only proficient if you are lucky enough to stumble upon the right locality at the right time of the day. You must be fortunate enough to come across with a willing investor. In addition, if you are privileged to acquire a phone number on your first visit, you might deem it more difficult to locate your prospect over the phone. Therefore, this lead generation strategy is very restricted in its efficiency.

Steps to Take

To offer the best investment, you should recognize the type of investor that you are looking for. Design a workable action plan. You should determine the kind and aim of investors that you are going after. Accredited investor leads know that investors come in all sizes and shapes, thus, investors have distinct financial portfolios that differ based on income, debt, investment experience, and the like.

If you are only after high net worth investors, it is likely that knocking on the door or cold-calling will not be effective in most cases. If you are only taking clients with smaller investment portfolios, you should find out where you should focus your effort and resources. After determining such, you should sit down and outline a strategy of how you can procure the accounts of your client’s preferred investment group.

Meet with as many people as possible. A resourceful and competent technique includes making the most out of the available time and putting as much effort as possible by working smarter. Keep in mind that referrals are the heart of any investment related industry. Therefore, one significant method to ensure the generation of more referrals is by doing networking. Attend community and business group meetings and local chamber of commerce meetings. This will allow you to create a list of contacts. You should visit these events regularly to build rapport and confidence with business leaders.

Take advantage of referral clubs. These at times come with a monthly fee but it is normally nominal and may be recovered with one good referral.

You can offer investment seminars for people who just received lump sum money like taxpayers who just obtained their tax refund advance. These frequently produce a huge amount of clientele and interest. Provide some food, little investment advice, and establish business rapport. Your seminars can focus on specific investment group and a single theme such as seminars for starting couples trying to invest for their future family or for people who would like to retire wealthy. Ultimately, investment seminars, which are free of charge to the public frequently produce an incredible amount of interest and clientele even for an average broker like you.


Start implementing your action plan by asking every person on your list for at least two to three persons to whom you can meet up and introduce yourself. Make certain that you take necessary steps to follow up on every referral in a timely fashion, guaranteeing that you’ll generate investor leads more and more.

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