Client Acquisition
Stop relying on cold calls and purchased email lists. Build a sustainable pipeline of high-net-worth introductions through the IFP Network.
The IFP Lead Routing Algorithm
Our consumer-facing brand attracts thousands of individuals seeking objective financial advice every month. We match them to advisors based on a proprietary 12-point intake questionnaire.
AUM Filtering
You set your minimums. Whether it's \$500k or \$5M, you will only receive introductions to prospects that meet your asset requirements.
Specialty Matching
If a prospect indicates they own a business or hold concentrated stock, they are routed to advisors who list these as core competencies.
Conversion Economics
The quality of an introduction is measured by its conversion rate and ultimate Customer Acquisition Cost (CAC).
| Lead Source | Avg Conversion | Estimated CAC |
|---|---|---|
| Generic Online Ads | 1.2% | $3,500+ |
| Direct Mail Seminars | 3.5% | $4,200+ |
| IFP Network Intros | 38.4% | $1,200 |
*Internal IFP Advisor Survey Data, Q4 2023.
Frequently Asked Questions
How frequently should this data be reviewed?
Industry best practices dictate a quarterly review of these inputs to ensure assumptions remain valid. Refer to the Practice Hub for compliance schedules.
What happens if the inputs are incorrect?
Incorrect inputs can severely impact long-term projections. We strongly recommend completing our Certification Program to understand the mathematical underpinnings of these models.
Are these figures guaranteed?
No. All outputs are projections based on historical or stated inputs. As detailed in our About section, fiduciary duty requires clear disclosure of these limitations to clients.