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Page 1: Lead Generation Forumla
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T4’s Lead Generation formula...

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Who are we?

t4 is an innovative marketing consultancy offering services to Financial Advisers

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Our mission

Increase the bottom line through innovation

Which means:

To provide innovative marketing solutions to the financial adviser market that helps them increase their marketing return on investment.

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What do we do?

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Lead generation

To date...• Over 12,000 quality leads• Fully qualified• Plus full corporate profile for B2B leads• Average lead generation return 500% ROI

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Salary sacrifice

Financial audit(NEST)

BenchmarkReport

White paper Director’s own review

Tax planning

Retirement planning

Default fund review

Communi-cations

Personal CV

Process Client Bank

Driver

ActionMetric

USP

UVPsWIIFM

Adviser BrandYour assets and competenciesYour products and servicesYour mission and business objectivesYour target marketYour firm’s positioningYour image and identity

Building an adviser’s message

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