As former investment professionals, we too were frustrated by all the wasted time and money spent on leads that were not a good fit to start with, and even if the lead was good, the many follow-ups needed to get a potential customer on the phone. We knew there had to be a better way. In looking for a solution, we found that tons of people who offer lead generation, but following up and getting appointments felt impossible.

As a registered investment advisor, we are focused on compliance and are aligned with your business and objectives. While our processes and technology helps us to convert referrals into real connections, we understand that no two people are alike. Which is why Indyfin adds a human touch through Live Conversation to personalize the experience of connecting prospective clients to advisors. If that initial meeting doesn’t yield results, we’ll keep the conversation going and provide another shot or insights as to where you missed. And all this without a fee.