Wealth managers are relationship and investment experts. We’ve cracked the code on turning referrals into signed customers. We can grow your client base; and with our approach, you don’t pay for an introduction until they are a client. We take the risk so you don’t have to.

How Indyfin works for wealth managers

• New client referrals
  Indyfin generates new client referrals from various internet sources. We pre-screen and connect with each referral over the phone in real-time. When the referral is ready, we connect them live with the financial advisor for a quick introduction or set up an in-person meeting. The best part of our service is that we get paid only when the referral converts into a paying client.
• Live transfer to financial advisor
  Indyfin introduces prescreened referrals to the financial advisors via a live warm phone transfer once the referral is ready to connect. We use all communication tools to effectively communicate with financial advisors – mobile phone call, text messages, and emails – to ensure availability.
• Powerful insights for conversion
  We provide additional insights into your referrals such as their personality traits, life situation, and other pertinent information gathered from publicly available sources, to help you connect better in the first meeting with the referral.
• Grow
  Partner with us to bring in prospects who are looking for a financial advisor online in a variety of places and help grow your business in a sustainable way.