Ten (or so) questions to ask of your lead generator

clock •

A list of key questions advisers should ask before selecting a lead generation provider has been put together by Friends Life.

While some sites charge users a fixed fee per lead, others will make you bid against other advisers first. Friends Life's key questions: 1) What do you actually get for your money? Is it simply a name and number or a mini details sheet? Or are you supplied with a full fact find? 2) Do they provide an exclusive lead or are you the third person to have received it? 3) Where are the leads sourced from? Are they from websites, consumer questionnaires etc? 4) Are there joining/exiting fees to receive leads from the firm? 5) Do you have to buy a certain amount of leads each week?...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Sentiment on the rise but 'calm may not last' as Budget looms

Sentiment on the rise but 'calm may not last' as Budget looms

According to Dynamic Planner’s Financial Happiness Index

Sophia Panayi
clock 06 October 2026 • 2 min read
SJP adviser academy welcomes 200 graduates

SJP adviser academy welcomes 200 graduates

Graduation ceremony held on Friday

Sophia Panayi
clock 05 October 2026 • 2 min read
Feel Good Friday: EQ Investors team completes 17.5-mile charity walk

Feel Good Friday: EQ Investors team completes 17.5-mile charity walk

For Carney’s Community

Professional Adviser
clock 02 October 2026 • 1 min read