goatedleads.
Reviewed

Your questions, answered

How many investor leads should an adviser buy to start?

The short answer

An adviser should buy as many investor leads to start as one person can call the same day they arrive, and no more. Hold that pace for a few weeks before deciding whether to raise it. GoatedLeads sets no minimum order and no minimum term, so the starting number is the firm's call. The phone sets the right number more than the budget does.

The reason is simple. A lead loses value with every hour it sits uncalled, and a firm that buys more than it can ring is paying for enquiries that go cold in an inbox. Start with a flow that one adviser can handle alongside the clients they already have. Watch what happens on the first call: how many investors answer, how many book a meeting, how many were the wrong fit. Those answers tell you whether to change the brief or raise the volume.

Raise the number when the calls are being made the same day and the investors coming through are the ones you asked for. If either is off, fix that first. Buying more leads does not fix a slow call or a loose brief; it makes both more expensive. Because there is no minimum term, a firm can start small, learn, and grow the flow once the process has earned it.

Let’s talk leads

Your next client starts with a conversation.

Tell us who you want to reach. Get one clear price per lead before anything runs.

Get a price per leadNo retainer. No lock in.