A lead generation solution to help you find & acquire more ideal clients, for the right reasons, at the right place and time, at a price that just feels right.
Watch this short video to learn more about Couplr lead generation for financial advisors.
Couplr is currently only available as a white label fintech solution for the companies financial advisors represent. Ideally this means the company/organization has at least 250 advisors. We know, not what you wanted to hear! But, there’s something you can do. Companies want to do whatever they can to support their financial advisors lead generation efforts and usually are more than willing to listen to suggestions from the field.
What can you do about it? Share the Couplr lead generation solution with your company and ask them to contact us to learn more how Couplr can be an amazing fintech lead generation solution for them.
If you’re looking for turnkey training to start, grow, market, and run your practice, or provide a scalable training program to all of your advisors, then make sure to check out Conneqtor, a cutting-edge training program created by Derek Notman for advisors to thrive in the 21st century.