SeniorLeads.com

We handle everything in our office, everything from financial planning, investments, annuities, life insurance, etc. so I selected all 11 prospect types. This works out well because often, the prospects respond to the ad for life insurance and end up being more interested in the services we can provide for investing or the other way around. I am working on these leads with a colleague, and we have both captured new clients. I think there will be significant opportunities for cross-selling. While our main office prospecting method is seminars, getting these additional prospects from Seniorleads is an easy and inexpensive way to add additional clients.

I joined Seniorleads to meet more prospects for managed accounts. While not all prospects are good candidates, I have had 5 appointments in the last 2 months and 3 new clients. I am still working on the other 2. These new clients have provided an additional $800,000 of assets under management which equals recurring revenue of $8,000 annually. I am considering enlarging my area to increase my flow of prospects.

I started with Seniorleads and selected 4 types of leads. I was hesitant to
Select the general categories "retirees" and "pre-retirees" as I was unsure
If these people would have an interest for investing services. It turns out
That retirees has been the most fruitful category. The company-provided
Script worked really well to help steer the prospect to an appointment (so
Far, two appointments on zoom, one face-to-face).

Seniorleads asked if I would write a review so here is my experience. 38 leads last month. Two new clients (everything signed and $ received). Commission = $5800. From those 38, I expect to get another 2 clients but some people are fast and these people are s-l-o-w. Based on this limited experience I would say that the program has been an excellent addition to my business and will likely account for 20 to 30% of my income based on these few weeks. Personally, I would pay $100/lead if they would call and qualify the prospects first and then I only talk to the ones who are ready to buy. However, they do not offer that service and that's understandable.

I hesitantly started my account at the beginning of summer thinking that adding clients would be a challenge. I was wrong. I got plenty of prospects from Seniorleads, a total of 78 over the summer. No one I talked to said anything about taking a vacation. I had 8 face to face meetings since June and 5 of those are now clients (1 more for certain). I will circle back with the others as I know not everyone bites on the first contact. If it continues, adding 2 new clients per month with be a very profitable outcome.

Having used a previous lead service where it was difficult to get prospects on the phone, Seniorleads is working well as my connect rate on the first attempt is 85%. Two of the numbers were bad and Seniorleads replaced those leads. They also have a drip email system to contact these prospects and so far, one of the prospect has responded to me from one of the emails. I have set 2 meetings, had one of them which became a client. I am quite satisfied with what I see so far as this service should result in many new clients.

I started my account just before the holidays, about December 15. I was doubtful about the possibilities this time of year. But they made the point that since I pay for prospect responses, if no one responded to my ads, then it would not cost me. I was surprised that I was matched with prospects immediately. I have received on average, 2 per day and even on Christmas day. This is truly a 24/7 system. I even had a face-to-face meeting with the first prospect and signed papers for an account transfer that same day. Once the holiday season passes I suspect the results will be even better.

I registered for a wide variety of prospect types as I have a diversified practice. Most of the prospects have had general concerns about planning for retirement or having financial security concerns in retirement. This type of prospect fits me well as I am able to do holistic planning and offer several products and services. I have had a few good meetings and one new client. I use a 3-meeting process so it takes longer to bring on a new client. The service interface is very well developed with a lot of included features like drip emails and text messaging. My expectations have been met and am satisfied with what has happened using Seniorleads.

Doing business in the first half of 2020 has been difficult and I am sure
That is the case for everyone. But it has helped a lot since I enrolled
With Seniorleads. My previous marketing depended on face to face meetings.
Now, the leads I get are from people who are Internet users and so, having
Internet meetings is easy because they are accustomed to doing activities
On-line. I have had at least six Zoom sessions of 30-60 minutes with the
Prospects I received. Three of those prospects have become clients. I stay
In contact with the other prospects and am certain I will have more Zoom
Sessions and convert more of the prospects to clients. My investment with
Seniorleads has been about $1,000 and earnings so far $8,000.

Thank you

My business really slowed down after January 1 and I don't know why. About
The middle of January, I started with Seniorleads. For the first 2 weeks,
There were a few leads and not much happened. Then, I started getting more
Leads (2-3/day) and for a week straight, I was able to book one appointment
Per day. That has resulted in 3 new clients. This new business has been a
Tremendous offset to the slowdown in my regular business. Even if I
Continue with 2-3 appointments per month, Seniorleads will have helped me
Retain my business volume at a very decent pace.

I focus on annuities and the leads have been in my ""sweet spot"" of people
That invest $50,000 to $100,000. These cases are easy to close and provide
Good compensation. If I had a magic wand, these prospects would always
Answer the first time I call. Sometimes, I need to call 2-4 times to get
The prospect on the phone. Once I do, then everything else has been smooth
And the prospects receptive.

"Results have been good using Seniorleads. I have averaged 2 leads per day
Which is just right for me. It's been 20 days or so and I have set 5
Online 60-minute meetings. I think once Covid ends, this will work even
Better as I can set more meetings when they are in-person.

Thank you"

I initially set my radius to 10 miles and received about 2 new prospects a day which was perfect. After the first 20 prospects and one new client (hopefully more to follow from the first 20), I increased my radius to 20 miles to get more prospects. In my case, each new client is worth about $5,000 so I have no problem if I get one new client from every 20 prospects. It's working smoothly for me.

Very Impressed

I started using the services at the beginning of the month and I am impressed with 3 things:
1. The initiation webinar and training videos are really good
2. The phone script is a very powerful approach
3. The automated follow-up email system is great for the prospects who do not set an appointment on the first call
I only have a handful of leads so far but already 2 prospects who have agreed to meet.

Covid has had a devastating impact on my business. I was ready to quit and get a salaried job. Seniorleads contacted me and I figured anything was worth a try. It has only been 12 days. I have a new client. I have a much-needed $3,000 in my pocket. If I can continue at this pace until Covid lifts, I will make it. I am very thankful.

Senior Leads used a salesman to sign me up and charge my credit card without allowing me to research their company. Their program sounds good, but it is not what they promise it to be. They asked me to set my radius for leads but immediately lowered to radius from 50 miles to 10 miles then to 9 miles and then to 6 miles. Be careful with this company.

Most of my career has been selling final expense policies. These are difficult to sell if not face to face. So I learned about annuities and needed a way to get prospects and tried Seniorleads. I have a sale from my first set of leads. I had a 2 phone calls with the prospect: the intial call and then, I mailed information and we had the second call to reveiw what I had mailed. I just got the signed papers back in the mail and a form to transfer funds. I am jazzed at how smoothly this went and hopefully there will be a lot more!

I have been using Seniorleads for 10 weeks. I have purchased now about 60 leads - cost $1200. My 5 new clients have generated several thousand in commissions and 2 of the clients will be annual fee clients. Sending their booklet is what make the system work well. Rather than just calling a lead, the lead has already made a request, I send the booklet, establish my credibility and then call. This simpler extra step makes all the difference in my opinion. I do take the extra step to print the booklet covers on my color printer so that it looks more professional. I have no complaints and the system has worked smoothly for me.

$10,000+ of commissions in 40 days. I have received 37 leads, had 4 appointments (2 more scheduled) and brought on 3 new clients. I have used several lead services and seniorleads does something very smart. Rather than sending me the lead and having me call the prospect, they provide a personalized booklet (my name, photo, etc) which I send the prospect before I call. This has made all the difference because the prospect knows me when I call. I am not a stranger.

I tried 2 other lead services in the past. Seniorleads is better because:
--it is an entire system. If you just get a lead and call the lead, that kind of lead is close to worthless. With Seniorleads, they have a booklet that you create with your photo and credentials and send before you call. So on every call so far, the prospect knew me and I was not a stranger
--training videos and 30 page guide explains the psychology of how to follow up with the lead -- contents are so much more advanced than anything I have seen before

I registered with Seniorleads in July. I have received 26 leads and have made contact with all but 3 of the prospects. I would rate the overall quality as good. Some of the people had no money but most of them have at least $250,000 available and one guy says he has $3 million liquid. The first couple calls I made I screwed up and then I read the document with the scripts. Once I started using the scripts, the calls went much better. My biggest challenge is not with Seniorleads but getting used to closing sales online without meeting the prospect. I come from a face-to-face sales background. I know it is possible to close business remotely as stockbrokers have been doing that for decades but it is just a new format for me.

The best aspect of the seniorleads system is the booklets they provide.
Having the prospect get that before I call seems to make for a much better
First call and I think makes setting appointments easier. Also, their
Scripting about community service appointments is very good.

I don't know if this is typical but the 3rd lead I got became a new client. That guy has given me a couple referrals which look very good. It's early - just started my account a week ago. I'm a happy camper.