DealStream Logo

Details - Information last confirmed on April 16, 2021

Our firm presents an innovative Lead Generation Service that focuses on the Financial Advising Sector to generate revenue across multiple digital channels. Featuring services in appointment scheduling, LinkedIn optimization, investment pursuit, and top tier recruiting to deliver tremendous profits, they are able to effectively rank clients among the best and most well-established financial firms in the world.

With offerings that easily transfer into other verticals, this business is well tailored for high ticket sales and target markets. Further enhancement of marketing by creating SEO initiatives, working with influencers, and leveraging their own strategies for themselves across LinkedIn and Google would be a logical next steps in this company’s journey. Carrying limitless opportunities and a highly dynamic business model, this is a strong and easy to transition investment for a buyer looking to get into this space.

This financial networking service provider operates through an exclusive platform to drive consistently increasing revenue. Building on their proven strategies, an innovative buyer could expand their services into other appointment based fields as well as through an extension of their services into marketing as well as across other professions including B2B sales, marketing agencies, recruiters, and general networkers.

This company’s impressive infrastructure gathers qualified leads through LinkedIn automation, advertising, and email marketing. Their skilled team then takes them through an initial conversion pipeline to reliably and impactfully generate new clients at each touchpoint. With global reach, this digital company could also be harnessed throughout international markets to drive customer growth.

Requiring a full work week, the current ownership of this company is responsible for managing account managers, overseeing sales representatives, and handling all demonstrations with warm leads from the sales team. This workload could easily be reduced with the addition of a managerial VA. Working entirely with independent contractors, this business has both a senior operations team and account management team. The Senior Operations experts are in charge of bi-weekly client check ins, client onboarding, software management and data uploads, invoicing clients, sending weekly reports to the owner, and regularly optimizing all systems. The account management team is actively engaging with clients and responding to all customer concerns.

Building on their deeply connected LinkedIn network, this company could gain tremendous ground leveraging a stronger Facebook and Twitter presence. Capitalizing on their robust year one results, this business could expand exponentially by reaching out to qualified leads across multiple popular social media channels. In addition, PPC initiatives on search and social media should bring brand recognition to new heights.

Listing ID: WC2227

Learn More About This Listing

Sign up for a free basic membership to start buying and selling. Learn about our membership plans.

By clicking "Join Now - It's Free" you confirm that you accept the Terms of Use and Privacy Policy, including cookie use.

Disclaimer: DealStream has not independently verified any of the information in this listing and makes no warranty as to its accuracy or completeness.