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Our experience with Lead Tech has been fabulous. We have had some great leads, which we have converted to new business and have taken on some lovely new clients.

Rachel Daw - Straight Talk Financial Planning Ltd

The quality of leads provided have resulted in us obtaining new clients and increasing our Funds Under Management.

Scott James - Scott James & Associates Ltd

01/02/2024

B Corp certification

03/10/2023

In-house team vs lead generation service: which route to growth is best for financial advisers?

25/09/2023

Lead Tech sponsors up and coming Otley pro golfer Alex Harm

21/08/2023

Surging demand for pension annuities: how can financial advisers make the most of the opportunity?

17/08/2023

Consumer Duty: see how lead generation can match consumers to financial advisers to help achieve ‘good customer outcomes’

09/08/2023

Thank you

Insights

B Corp certification

In-house team vs lead generation service: which route to growth is best for financial advisers?

Lead Tech sponsors up and coming Otley pro golfer Alex Harm

Surging demand for pension annuities: how can financial advisers make the most of the opportunity?

Consumer Duty: see how lead generation can match consumers to financial advisers to help achieve ‘good customer outcomes’

Harnessing data to help financial advisers attract new high-calibre clients