At Invested Better, we’re changing how financial advisors connect with clients. Our innovative platform delivers pre-qualified, exclusive leads directly to you – no more wasted time, no more competition for attention.
Each lead is matched exclusively with you. No competing with other advisors for attention.
Our leads are actively seeking financial guidance, not just browsing.
Our advanced algorithm targets leads that match your expertise and target client profile.
Focus on advising, not prospecting. We handle lead generation and initial qualification.
We capture high-intent users who are actively seeking financial advice, such as, “How should I invest my inheritance?” or “I need guidance after selling my business.”
Many prospects have engaged with relevant content around their specific need which can prepare them for a deeper conversation.
After completing a comprehensive questionnaire, we match them with the ideal advisor based on your criteria, ensuring they’re the perfect fit.
Experience the Invested Better difference. Let us show you how our exclusive, high-intent leads can revolutionize your advisory practice.
| Target New Clients Per Year | Exclusive Leads Per Month | Estimated Cost Per New Client | Projected Payback Period | Estimated Revenue Per Client (Year 1) | Projected Year 1 ROI | Projected 3 Year Return |
|---|---|---|---|---|---|---|
| 10+ | 15-20 | $3,800 | 6.5 months | $7,000 | 84% | $63,000 |
| Target New Clients Per Year | 10+ |
| Exclusive Leads Per Month | 15-20 |
| Estimated Cost Per New Client | $3,800 |
| Projected Payback Period | 6.5 months |
| Estimated Revenue Per Client (Year 1) | $7,000 |
| Projected Year 1 ROI | 84% |
| Projected 3 Year Return | $63,000 |
Key Assumptions:
Lead Conversion Rate: 5% (reflecting our high-quality, exclusive matching process)
Average Client Assets: $650K
Average Advisor Fee: 1% of AUM
ROI Calculation: (Advisor Fee – Annual Cost) / (Annual Cost)
Please note: These projections are based on industry research. Individual results may vary based on factors such as market conditions, advisor expertise, and client needs.
Choose Invested Better to accelerate your practice growth:
Our data shows that advisors typically acquire 10+ new clients annually through our platform.
With an estimated 84% ROI in the first year, you can see significant returns on your investment quickly.
Our 3-year return projection demonstrates the long-term value of building your client base through Invested Better.
Vast Untapped Market
65%
$500K to $1.5M
is the total investable assets the median client is seeking advice on how to manage.
CFP®, Invested Better Advisor