Partnering with Advisor Link
Advisor Link adopts a selective approach when making additions to our panel, this enables us to build a fully rounded working knowledge of our clients and their people, which means we are able to offer individuals quick access to the best possible advice - tailored to their needs. Whilst based in London, we have a nationwide reach and work with a network of IFA's and Wealth Management Practices nationally.
​
By partnering with Advisor Link, you can focus on what you do best while we handle the appointment setting process.
Cost Effective
Unlike many prospect generation services in the Wealth Management market, Advisor Link adopt a flat fee structure, which is never inflated, is not tiered, or increased on the basis of case size.
This means we offer a more economical approach to lead generation, adding value to our client's businesses, and always ensuring our client's have the best possible chance of success, without paying inflated fees - we never charge our clients anything upfront.
Efficient Appointment Setting Process
Advisor Link make the appointment setting process a pain-free experience.
We are happy to set your prospect meetings for you using your calendar availability, alternatively we can send you the full details of each prospect for you to send the invitation yourself.
We are adaptable, and will always work around each client's chosen appointment setting process.
Qualified Leads
Advisor Link have developed a comprehensive prospect qualification form, this helps us to give our clients as much detail as possible on each and every prospect and their requirements.
As an adaptable and client focused business, Advisor Link are also happy to use our client's in-house forms for prospect qualification if this method of working is preferred.
Adding Value
At Advisor Link, we are dedicated to ensuring we deliver value for all of our partners, we operate with integrity and are always seeking to add experts to our panel.
Advisor Link are able to provide a constant flow of quality prospects, or on an as-needed basis, whatever your capacity, Advisor Link always seeks to ensure our client's have the best possible chance of success, and to demonstrate the value we add right from the start of a new 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.
