RetirementProspects Reviews - 15

Seniorleads has surpassed my expectations

Seniorleads has surpassed my expectations, especially after a challenging experience with a previous lead service. The outstanding 85% connect rate on the first attempt is a testament to the quality of their leads. Their swift replacement of two faulty numbers showcases responsive customer service. The addition of a drip email system proved fruitful, as one prospect responded positively. Remarkably, I've already set two meetings, with one resulting in a new client—a testament to the service's efficacy. Seniorleads has proven to be a strategic ally in client acquisition, and I anticipate continued success with their robust lead generation platform. Highly recommended for financial professionals seeking reliable and fruitful lead services.

Running a business in the first part of 2020 has been tough

Running a business in the first part of 2020 has been tough, and I’m sure it’s been the same for others. But it’s been much better since I joined Seniorleads. Before, my marketing relied on in-person meetings. Now, the leads I receive are from people online, so having meetings over the Internet works well because they are used to doing things digitally. I’ve had at least six Zoom calls lasting between 30 and 60 minutes with the prospects I got. Three of them turned into clients. I still keep in touch with the other leads and I’m sure I’ll have more Zoom calls, converting even more into clients. I’ve spent about $1,000 with Seniorleads and earned $8,000 so far.

Seniorleads asked if I would write a review

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 slow. Based on this limited experience I would say that the program has been an excelent 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 cautiously joined Seniorleads at the start

I cautiously joined Seniorleads at the start of summer, skeptical about client acquisition. Contrary to my initial reservations, the platform delivered, providing me with 78 prospects during the season. Surprisingly, none of them showed disinterest in discussing business, as vacation plans were nowhere in the conversation. From my eight face-to-face meetings since June, five have already converted into clients, with one more likely to follow. While not everyone commits at first, the potential of adding two new clients monthly looks promising for a profitable outcome.

I enrolled for various prospect types

I enrolled for various prospect types to cater to my diverse practice. The majority expressed common concerns about retirement planning and financial security. This aligns with my holistic approach, allowing me to provide comprehensive solutions. Despite the longer three-meeting process for onboarding new clients, I've had positive encounters and secured one new client. Seniorleads' service interface is impressively equipped with features such as drip emails and text messaging, meeting my expectations and leaving me content with the outcomes achieved.

I've used Seniorleads for 5 months now.

I've used Seniorleads for 5 months now. They matched me with 220 prospects nearby. I’ve had 186 phone calls (some still pending). Only 5 responded to the automated emails or texts. Not all are ready to buy or meet. I managed 16 face-to-face meetings and got 11 new clients (maybe more will follow later). My income has increased 5 times what I invested in Seniorleads. Would I suggest this service? It has been helpful for me. I'll be traveling this summer but plan to reactivate my account in September.

I created an account around December

I created an account around December 15, skeptical about the holiday season's effectiveness. However, they assured me that I wouldn't incur costs if my ads received no responses. Surprisingly, I was swiftly connected with prospects, averaging 2 daily—even on Christmas. The system operates around the clock, evident from a face-to-face meeting with the initial prospect, leading to a same-day account transfer. Anticipating improved results post-holidays, I find their responsiveness impressive.

I like using the service because it's simple and brings in profits.

I like using the service because it's simple and brings in profits. I sold a $125000 annuity within my first 12 days, and I have another similar meeting scheduled for Thursday. Two of the leads I didn’t reach by phone, but they got back to me through the text message service, which is really helpful. I haven’t finished the training videos or completed the script guide yet, but they have been useful so far.

In just 30 days, I got 22 prospects and managed

In just 30 days, I got 22 prospects and managed to talk on the phone with 18 of them. I also had 3 face-to-face meetings which brought in new business. Two others didn’t pick up calls but did reply to the texts sent by the service, so I’m talking to them too. I’m still trying to reach the last 2.

Got 2 new clients over the last 2 weeks.

Got 2 new clients over the last 2 weeks. Looks like I might bring in 1 or 2 more from the leads I got so far. The first deal was an annuity worth $118'000. The second was a $240,000 rollover from a lady’s brokerage account. Not massive accounts, but solid work that adds some good extra inome.

Da best part about seniorleads system

Da best part about seniorleads system be da booklets dey provide. Havin' da prospect get that before I call seems to make for a much betta first call and I think makes settin' appointments easier. Also, their Scriptin' about community service appointments is real good.

Seniorleads has been a solid choice for me.

Seniorleads has been a solid choice for me. I picked 4 lead types. I was unsure about "retirees" and "pre-retirees," but retirees turned out to be the most successful. Their script helped guide prospects to appointments well (2 on zoom, 1 in-person).

II'v found Seniorleads to

II'v found Seniorleads to be vry organizd and vry mthodical--grat Training vidos and follow-up guide. Thes tools hav bn invaluble in Helping me set Zoom metings wich hav creatd som new clients and new Business. I think the more I use the system, the mor leads I can convrt To appointments and clients. Also, the recordd tips and advice from other Advisors is grat. If I had a magic wand, every prospect would answer the Phone the first time I call.

They are quite good.

They are quite good. They give me leads in my area of interest, which is people who invest $50,000 to $100,000 in annuities. It's usually easy to close deals with them and I get paid well. It would be better if the prospects answered my calls on the first try, but sometimes I have to call them 2-4 times. After I finally get them on the phone, everything else goes smoothly and they are usually open to what I have to say.

I began in February.

I began in February. Got 'round 100 leads. 6 new clients, all for managed money. $1500-$2500 per account yearly. My $2,000 at Seniorleads - results have been great. Hoping more fence-sitters turn into clients. Expect more from future leads. Quick email responses from service team.