Explore our inner workings and well thought out methodology specifically designed for Lead Generation in the Financial and Risk Sectors.

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Ultimate sophistication lies in simplicity, and our value proposition is simple:
We have developed our methodology to support the need of business growth through quality sales opportunities.

To allow for our successful methodology we’ve designed our approach around the five absolutes for Lead Generation in the Finance and Risk industry – Awareness, Trust, Thought Leadership, Human Touch and Nurturing.


A recent Deloitte/RFS survey showed that trust is the biggest influencer with regards to making investment or insurance decisions with an 88% weight factor.

Second by quite a margin was expertise with 27%, reliability 21% and professionalism 18%.

Our Methodology stimulates the top three factors of decision making with our “trust through education” approach in opposite to industry standard of “trust through experience” approach, turning the thinking of traditional marketing on its head.

Cold Calling is Dead.

It is brand damaging: 1st impression is an annoying call center agent, with an annoying script (we all know the feeling).
It is scripted: Scripts do not allow for accurate needs establishment, it’s personal, relational capital is gold, and call centres miss it completely
Zero authenticity: Because it becomes a repetitive task, agents sounds like a robot, with no passion, understanding or emotions.

To start any successful lead generation campaign we need to establish the foundation with great awareness. Letting your ideal prospect know about your brand and what makes you unique, in a non-intrusive manner. This allows us to engage and get them warmed up towards your brand in a very natural way, without a feeling of being forced to engage with us.
Differentiation through education will ultimately open the right doors, giving you the best opportunities. We will create well crafted content and strategically distribute the thought pieces to ensure the right eyes sees it, and engage with it. Picture this, would you rather engage with thought leaders, or just a random company in the industry?
Trust comes in different forms, and with a great understanding of human behavior we strategically use tools and content to bypass social biases and build subliminal trust with “hand raisers”. We understand what trigger trust emotions and how to get closer and more detailed information. This stage we become more a confidant than “just another financial advisor”.
We will use Phase 1 – 3 and clever technology to identify “Hand Raisers”, these are prospects who’s online behavior indicates interest in your brand or product offering. They will be contacted by your Brand Ambassador to ask questions to establish need, fit and if they qualify, to setup an appointment. Setting up Hot Qualified Appointments is why we are doing this, driving valuable meetings and proving ROI.
Nurturing leads to great relationships, great relationships leads to great deals, great deals leads to loyal customers. We understand that not all “Hand Raisers” are ready for the sales meeting, due to trust relationship not quite being established yet, or having current contracts, budget constrains or the pain you are solving is just not big enough. We will cultivate and nurture them to a point of Sales Readiness.

Why not DIY?



Sales lies in numbers. Consistency is Key.

Just to name a few of the very well known sayings, and we all know, when you get busy selling or closing deals (operational “distractions”) you stop doing the ground work.


How much time do you think you really spend on outreach activities every day?

Maybe every month?

When you get busy with actual sales or operations, you don’t have time to hunt for prospects.


We will allow you to focus on your core strengths, while outreach and conversion are our genius areas.

We are in the loop with all the latest tends and methods of conversion, that is why we are the professionals.


When you outsource this function, the responsibility is removed from your shoulders to get results.

We will be accountable for performance and KPI’s, not you or your staff, which negates stress and HR issues.

Feel free to make Contact with us.

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