At AssetPlanly, only ONE advisor gets the lead. Make sure it's you.
Get matched with high-net-worth prospects looking for wealth management. 100% exclusive. Never shared.
Three Ways to Grow Your Practice
Choose the solution that fits your practice. All leads are 100% exclusive.
Lead Generation
Get access to 100% exclusive leads from prospects actively seeking wealth management. We never share your opportunities with anyone else.
Learn more →Appointment Setting
We schedule qualified consultations directly on your calendar. Pay only when we deliver the appointment. If we don't book, you don't pay.
Learn more →Live Transfer
Speak with prospects the moment they express interest. Our team qualifies them live and transfers the call directly to you or your team.
Learn more →How It Works
Prospects Request Advice
Individuals seeking wealth management fill out our questionnaire. We verify their investable assets and financial planning needs.
You Get Matched
Based on your criteria, we match the prospect exclusively to you. No other advisor sees this lead. Ever.
You Close the Client
Connect with the prospect, conduct your consultation, and bring on a new client. They already know who you are.
Prospects Looking For
Why Advisors Choose AssetPlanly
We brought in $4.2 million in new AUM in the first quarter after partnering with AssetPlanly. The leads are exclusive and the prospects are actually qualified.
What Advisors Are Saying
“I was skeptical at first, but the first lead turned into a $1.2M rollover. These aren't tire-kickers — they're serious about their retirement.”
“With shared leads, I was always fourth or fifth to call. Now I'm the only one calling. Closed 3 new clients in my first month.”
“The prospects actually pick up when I call because they requested the consultation. That alone changed my entire approach to prospecting.”
Ready to grow with exclusive leads?
Book a 15-minute call. We'll show you how it works and see if we're a fit.
Book a Call Now