A fistful of lead tips

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Justin Rees’ top five tips for increasing your return from buying mortgage leads

There are currently three main types of businesses in the financial services industry that use lead generation. The first type are the large regional and nation brokerages, often with telephone based models that buy leads because they need a steady stream of quality enquiries. Next are the medium sized firms, usually with five or more advisers that use lead generation as a significant new business tool as well as enabling them to recruit new advisers and grow. The third type are the sole practitioners and small firms that might use lead generation occasionally to “top up”” on new business but there are also many firms of this size that use lead generation as their main source of finding new prospects.

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