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All our investor leads have gone through a pre-qualification process which means that all the following information has been verified by phone within the past 45 days.

  • $1,000,000+ net worth
  • $200,000+ income
  • $100,000+ investable assets
  • Current active investor
  • Has an investment portfolio
  • Most have multiple accounts

All the above information is 100% guaranteed!!

Our investor sales leads are highly targeted individual investors who have been pre-qualified for the following investments:

IPO's
Small Cap
Private
Placement
OTC/
NASDAQ
Oil & Gas
Futures
Speculative
Stocks
Commodities
Blue Chip
Stocks
Bonds
Currency
Mutual
Funds

 

In addition you may further customize your order by selecting:

  • Age
  • Gender
  • Income
  • Net Worth
  • Affluent Seniors
  • Women Investors
  • Geography
  • Homeowners

All of our investor leads are fresh, current and come with a 100% satisfaction guarantee for quality and accuracy.

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FTC compliant:

All investor leads are FTC-compliant and have been scrubbed against the national FTC do-not-call list.


exclusive:

We receive new investor names monthly and give a 180-day exclusive on each lead. We guarantee 100% that the sales leads are clean and "unhammered".


pricing:

As a small company with low overhead, we are able to provide you with highly-qualified investors at very competitive prices. If you find a lower price, please let us know. We will beat any advertised price, just ask!

Residential Leads:

1,500 leads at 18¢ = $270.00
3,000 leads at 11¢ = $330.00
5,000 leads at 9.5¢ = $475.00
10,000 leads at 7¢ = $700.00

 

Business Leads:

1,400 leads at 20¢ = $280.00
2,500 leads at 14¢ = $350.00
5,000 leads at 12¢ = $600.00
10,000 leads at 11¢ = $1100.00

Media pricing:
$10 per disc for CD-Rom, 3,5” floppy
1 cent per lead for 3” x 5” cards
$5 per 500 mailing labels (ie. 2000 leads = $20.00)

Selects (such as city, zip, scf, area codes, counties) add 3 cents per record. Please note that on these special orders, minimum order is 2000 records.

Pricing example: 2000 leads in your county/zip code/area code would cost 18+3=21 cents per lead; 2000 X 21 cents = $420.00

 

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Our leads are continuously cleaned and updated monthly in order to provide our clients with the cleanest, most accurate information possible on each investor. All of our investor leads are guaranteed to be 100% accurate. We will replace any record that is in error. 100% SATISFACTION GUARANTEED


format:

Below are some of the formats available. If you need something specific, contact us. We can provide any format needed. You can receive your leads within 1 hour via email. Typical file formats are Adobe Acrobat (12 or 24 records per page, .pdf), Microsoft Excel (.xls), ASCII comma delimited (.cvs or .txt). Click each underlined format to see a sample.

  • e-mail (receive your leads within 1 hour)- No Charge
  • 3.5" diskette ($10 per disc)
  • CD-ROM ($10 per disc)
  • ZIP disk ($10 per disc)
  • Electronic transfer (No Charge)
  • 8 1/2" x 11" paper (either 12 or 24 records per page) - No Charge
  • 3" x 5" cards (1 cent etra per lead)
  • Mailing labels (peel and stick 30 per page AVERY 5160) - $5 per 500 labels
  • contact us for any other format.

payment:

We accept the following payment methods.
Visa, Master Card, AMEX, Discover, Company Check, Money Order, Cashiers Check


delivery:

We can E-mail your leads to you immediately, receive your leads within 1 hour, no shipping charges (for special orders delivery time may vary).

For any printed material (3x4 Cards, Paper, Mailing Labels) overnight delivery available upon request: UPS, FedEx, DHL, USPS


Since 1987 we have been providing the financial industry (ie. stock brokers, financial advisors, private placement brokers, oil & gas and commodity brokers) fresh pre-qualifed leads at the absolute most competitive pricing. Check out the competition. Before ordering from them, do yourself and your company a favor, CALL US ! No one beats our knowledge of the industry, our service or our price. We guarantee it!

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Characteristics of High Net Worth Investors
 
By Andrew Klausner

PriceMetrix just released a report on the characteristics of high net worth clients (defined by them as people having a net worth of at least $2 million). There are a few very interesting pieces of information that advisors should consider in their ongoing planning processes.

(The breadth of the client database at PriceMetrix – 7 million retail investors and 500 million transactions – always gives me confidence in the validity of their reports.)

1) The most interesting aspect of this report to me is that the study found that just 3% of households with less than $500,000 when a relationship began, became high net worth clients over the subsequent five years. I can’t say it any better than the Doug Trott, the CEO of PriceMetrix: “The number of times small households become high net worth clients is simply too few to merit an advisor’s attention. Advisors should concentrate on finding, not manufacturing big clients. Seventy five percent of high net worth clients were high net worth from the very beginning of their relationship with their advisor.”

Other than family relationships, where you are trying to cultivate future relationships, I agree that it makes little sense to target smaller investors with the hope that they will become larger. Advisors should consider raising their account minimums if they have been targeting prospects with lower net worths.

2) The study confirmed that high net worth investors tend to spread their investments among account types and advisors. This argues for advisors adopting a business model where they accept this fact, and rather than try to convince clients to consolidate their assets with them (at least initially), they develop the ability to be the primary advisor – the one who can provide complete account performance (even for assets held away) and multiple services so that they can be the “go to” person.

3) While high net worth clients typically pay lower fees, the range of fees found was significant account to dispel the rumor that fees drive relationships. To quote Mr. Trott again: “They (advisors) shouldn’t deeply discount their prices because it won’t help and they should limit their number of small households because large numbers will impair their ability to appropriately service high net worth clients.”

4) Finally, the study validated the well known fact that high net worth clients tend to have more in fee-based accounts and migrate away from mutual funds as their net worth grows. Fifty one percent of high net worth clients have fee-based accounts, while only 36% of households with between $250,000 and $500,000 in assets have fee-based accounts.

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