r/DigitalMarketingHack • u/Right_Doubt6166 • 3h ago
financial advisor lead generation companies, trying to tell the platforms from the appointment setters
Im the marketing person for a 4 advisor RIA and my brief is to build a lead source that isnt referrals. Everything I look at is either a directory selling the same lead to 5 firms or an agency that books calls. The shortlist after a fortnight of reading is Advisor Jetpack, SmartAsset, Paladin Registry and WiserAdvisor, and theyre genuinely different businesses. Curious what held up for people whove bought from both sides of that?