Get the prospects who are
already looking for you.
Intent-qualified, wealth-screened, scored leads delivered in clean batches — purpose-built for independent RIAs who execute fast and want predictable growth.
Better leads. Not more noise.
1. Define your exact ICP
Use the order form to set territory, net worth floor, intent signals, age bands, occupations, and custom keywords. We pull only what matches.
2. 5-dimension scoring
Every lead is scored on Contactability, Financial Fit, Intent Strength, Profile Alignment, and Urgency Indicators. A/B/C tiers assigned.
3. Clean delivery
Batches delivered 2x per month. Full CSV + campaign briefs. Work the A-tier leads first with our proven 7-minute framework.
Not just names.
Prioritized opportunities.
Every lead gets a 5-category score so your team knows exactly who to call first and why they are picking up the phone.
Read the methodology in our eBookSimple, subscription-only pricing.
No annual contracts. No one-time lead packs. Month-to-month. Exclusive territories for qualified firms.
- 5-dimension scoring + A/B/C tiers
- Campaign brief per lead
- Month-to-month, cancel anytime
- Exclusive territory
- Everything in Starter
- Double the volume for growth-stage RIAs
- Priority support + territory review
- Best value at this scale
- Everything in Professional
- Full territory pull — no cap
- Ideal for dedicated BD teams or multi-territory
- White-glove onboarding available
The Intent Advantage
A No-BS Field Guide for Independent Advisors Who Are Tired of Chasing
and Ready to Attract High-Fit Clients Who Are Already in Motion.
Link points to the file in your WorkDrive shared folder. Update the URL above with the direct share link from WorkDrive.
The Opportunity in One Sentence
Every local market produces a steady stream of high-net-worth wealth events—business exits, corporate executive retirements, real estate liquidations, and equity compensation vesting—and almost no one in the lead intelligence space is targeting them accurately.
That is the window. A regionally aware advisor with the right leads gets to those conversations first. That is what this program delivers.
The Problem You Are Solving
Most advisors in this market are doing one of three things: asking for referrals, buying shared national lists, or running expensive digital ads. All three have the same flaw: the prospect was not already looking.
The shared list problem
Traditional platforms sell the same lead to 3 to 5 advisors. You are racing to call first instead of building a relationship. Wealth is a relationship market. That race destroys your credibility before the conversation starts.
The timing problem
You called when the prospect had no reason to listen. No liquidity event. No recent search. No frustration with their current advisor. The list was not the problem. The timing was.
The signal problem
Basic demographic lists ignore buying intent. You get names, not prospects who are actively looking. A 60-year-old business owner with $2.5M NW is not a lead until something changes — a business sale, a succession plan, a retirement decision. Intent data captures that moment.
The Intent-Based Leads Program difference: every lead in the batch has demonstrated active, in-market behavior in the last 30 days. You are not interrupting strangers. You are answering the door for people who already opened it.
What the Program Delivers
The Intent-Based Leads Program is an intent-scored, exclusive-territory lead program built for independent and hybrid RIAs. Every lead is scored on five dimensions before it reaches your dashboard.
Verified personal email · Verified business email · Valid phone · Skip-traced wireless personal phone · Mailing address · LinkedIn URL · Net worth band · Income band · Investor flag · Credit score band · Home value · Homeowner status · Intent score (1-10 composite) · Intent keyword cluster · Signal recency window · Repeat signal flag · Age · Occupation · Education level · Marital status · Geographic data · Tier assignment (A/B/C)
The Five Scoring Dimensions
| Category | What Is Measured |
|---|---|
| Contactability | Verified email + valid phone + skip trace + DNC clean. Required for A-tier. |
| Financial Fit | NW $500K+ baseline. Investor flag adds weight. |
| Intent Strength | Vendor intent score 1-10. Keyword specificity and recency. |
| Profile Alignment | Occupation and life event category matched to your niches. |
| Urgency Indicators | Age 55-70 + rollover keywords. Liquidity language. Recent filings. |
High-Priority Segments Across the Country
Wealth events are predictable and recurring. We focus on five high-intent segments tailored to your local market with specific search signals:
- Business Owners & Entrepreneurs — Signals: “selling business tax planning”, “business succession planner”, “1031 exchange real estate”
- Corporate Executives & VPs — Signals: “deferred compensation tax planning”, “executive bonus plans”, “401k rollover to IRA options”
- Tech & Equity Compensated — Signals: “RSU vesting tax implications”, “83(b) election timeline”, “ISO vs NSO taxes”
- Medical & Healthcare Professionals — Signals: “selling a medical practice”, “physician wealth management near me”, “asset protection for doctors”
- High-Net-Worth Retirees — Signals: “estate tax exemption limits”, “charitable remainder trust setup”, “pension maximization strategies”
The 7-Minute Qualification Framework
A rhythm: Signal → Wealth event → Relationship → Urgency → Next step.
Minute 1 — Lead with the signal: “I noticed [the search around business succession / your pension timeline] came across my desk this week...”
Minutes 2-3 — Establish the wealth event: Listen for timelines like “before end of year”, “the sale closes in 90 days.”
Minutes 4-5 — Identify the relationship: “Who handles your investing and planning now?”
Minute 6 — Qualify the urgency: Tie the urgency to the specific event.
Minute 7 — Close on a next step: “Would it be useful to spend 30 minutes walking through what we’re seeing with others in similar situations right now?”
Start Your Order
Configure your territory and exact Intent Client Profile (ICP).