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 connects you only with 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.”
These prospects receive valuable, relevant content that addresses their specific needs and prepares them for a deeper conversation.
After completing a comprehensive questionnaire, we match them with the right 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
CFP®, Invested Better Advisor
Invested Better, LLC (“Invested Better”) provides a matching service whereby users are connected with third-party financial advisors (“Advisors”) who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
