01
Target deliberately.
Start with a clear definition of the people and businesses the adviser wants to work with.
About Prospect Finder
WE BUILD THE PIPELINE.
YOU DO THE ADVISING.
Prospect Finder is a UK client acquisition business focused on helping financial advisers create qualified conversations with the people they want to serve.
What we do
ACQUISITION AS A SYSTEM.
Prospect Finder combines targeted inbound activity with precision outbound prospecting. The objective is not simply to generate contact records; it is to move suitable prospects through targeting, engagement, qualification and booking.
The company is Prospect Finder Ltd, Company No. 16593953, with its business address at 124 City Road, London, EC1V 2NX.
Operating principle
THE ADVISER'S TIME IS THE SCARCE RESOURCE.
02
Qualify before hand-off.
Protect the diary by filtering opportunities against agreed commercial criteria.
03
Measure conversations.
Keep the system focused on commercially useful meetings rather than superficial activity.