If you’re in the financial planning industry, financial leads are what you need to help build your book of business. Find quality prospects on Salesgenie! Our detailed business or consumer profiles will help you prepare for sales calls, while our innovative marketing tools will quickly get your message into the right hands.
Call one of our marketing experts at 877.708.3844 to learn more.
Simple, fast, and cost-effective, Salesgenie is the perfect prospecting and marketing service for financial planners. It can help to:
Quickly pinpoint the right prospects
With hundreds of search selections and an easy-to-use design, our search tool makes it simple to find the financial leads you need. And it’s available online or via our handy mobile app, so you can use it wherever, whenever.
Easily manage your sales leads
Salesgenie Lead Manager™ is designed to help you work more effectively—and close more sales. Access valuable tools, including customized views, notes, tags, status icons, and much more.
Create effective marketing campaigns
We make it easy to create professional (and low-cost) marketing campaigns. Quickly put together direct mail or email campaigns, or advertise on Google.
Plus, our marketing experts are dedicated to helping your business succeed. From building lists to designing and executing your campaigns, we can do as little or as much as you need. Simply pick up the phone and put us to work for you!
Try Salesgenie FREE!
Fill out the form to get your free 3-day trial plus 150 free leads now.
Find the Perfect Financial Leads
Our marketing experts can help you segment your list based on specific sales criteria—so you can get your message out to the right people.
A few examples include:
- Young professionals
- High-income executives
- Out-of-state movers
- Individuals who have recently changed professions
- And more!
See What Our Customers Are Saying
DataAxleGenie is rated 9.98 out of 10 with 1109 reviews.
Rated on May 5, 2021 by michaelcarlson-25854
"Angela was great. She was easy to work with and provided me with the information I needed to present the opportunity to my team."
Rated on May 4, 2021 by ericwalsh-11518
"I spent time on the phone with Bertie Plutschak as she demonstrated the Data Axle platform for me. She did an excellent job, and showed me elements and tools that I did not realize were available to me. She helped..."
Rated on May 4, 2021 by leono-25086
"After reviewing various lists we decided to go with Data Axle Genie because it fulfilled our search criteria and then some. Another huge factor was the support we got from the outset. Bertie Plutschak did the..."
Rated on May 3, 2021 by saadahmad
"Salesgenie has been an excellent addition to our sales arsenal. With it wide array of tools our marketing teams perform better. The best part is that if you have to add a comment or track leads across different..."
Rated on May 3, 2021 by AdamPackard
"So far the service has been great, excited to get some results fast but data seems to be on point"
Rated on April 29, 2021 by ataub-55412
"My experience thus far has been positive. Angela has been an exceptional instructor. I’ll probably need more hands-on experience with the product before I can render an opinion. "
Rated on April 28, 2021 by dataaxlepro
"Straight forward service and simple"
Rated on April 27, 2021 by ssampath92
"Angela & Dallas were super helpful!!! "
Rated on April 27, 2021 by chris-70528
"This is a great way to have someone prospect for new business. Love it !!"
Rated on April 20, 2021 by Senslynx
"Great training and ongoing support."