We’ve mastered the right approach…£180,000 average portfolio size in the south

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  • Mortgage Leads – Was £35 NOW £27 (no VAT)  23 to 37.5% referral rate
  • Final Salary Scheme Leads – Was £165 NOW £100 (no VAT) 10% conversion rate
  • Postcode specific Financial Advisor Leads – Was £120 NOW £100 (no VAT) 27% to 52% referral rate. £180,000 average portfolio size
  • Equity Release Leads – £100 (no VAT) – 27.5% conversion rate. SOLD OUT

Latest Performance Stats

October 2019 Mortgage Advice Leads (UK Wide) – Sample 16 – 3 rejected. 5 no answer 5 went no further. 3 went to an appointment. 23% referral rate.

October 2019 Mortgage Advice Leads (UK Wide) – Sample 18 – 2 rejected. 10 went no further. 6 referred for second call. 37.5% referral rate.

June to October 2019 Equity Release Leads (UK Wide) – Sample 55 – 7 rejected. 15 converted. 27.5% conversion rate.

March to October 2019 Financial Health Check Appointments (CV, LE & NN) – Sample 27 – 1 rejected. 75% conversion rate. £75,000 average pension fund size.

August/September 2019 Financial Advisor Leads (SE, London) – Sample 21 – 1 rejected. 10 referred for appointment or second call. 50% referral rate.

August 2019 Financial Advisor Leads (NW, Yorkshire, SE, East of England, London) – Sample 91 – 11 rejected. 32 referred for appointment or second call. 40% referral rate.

July 2019 Financial Advisor Leads (NW, Yorkshire, SE, East of England, London)- Sample 112 – 15 rejected. 50 referred for appointment or second call. 52% referral rate.

May 2019 Financial Advisor Leads (East of England, SE, London, SW) – Sample 91 – 15 rejected. 21 referred for appointment or second call. 27% referral rate. £180,000 average portfolio size.

April 2019 Financial Advisor Leads (East of England, SE, London, SW) – Sample 38 – 2 rejected. 9 referred for appointment or second call. 27% referral rate. £180,000 average portfolio size.

Ryan Mellor is Co-founder of RMT Group, RMT Direct Leads, IFA Direct Home and RegulatedAdvice.co.uk.