Client acquisition for financial advisors
Give people a reason to start the conversation.
Your own page, pre-built financial assessments, and the context to follow up well. AdvisorSpring turns online interest into prospects you already understand — without asking you to become a marketer.
14 days free · no card
advisorspring.com/john-smith
John Smith, CFP®
Helping Canadians make confident financial decisions.
How can I help?
- Am I on track for retirement?
- Am I paying too much taxes?
- Are you properly insured?
An advisor page. Yours in a few minutes for free.
The gap
Most advisor sites ask for the biggest step first.
A brochure explains who you are, lists your credentials, and offers one way forward: book a consultation. For someone who does not know you yet, that is a large ask — so most visitors leave without ever becoming a name you can call.
People will answer questions about themselves long before they will book a call.
Where you send people
One address, everywhere you already are.
Not a site to maintain. A single link that belongs anywhere a conversation about money might start.
Your address
advisorspring.com/john-smith
- Instagram bio
- LinkedIn post
- Email signature
- Newsletter
- Paid ads
- QR code
- Business card
- Your existing site
The follow-up
Start the conversation already knowing.
The goal was never a form submission. It is the call that comes after it, and how much you bring to it.
From a contact form
“So, tell me about yourself.”
From an assessment
“I saw retirement is your main concern, and that you are hoping to stop within the decade.”
Pipeline
A pipeline with a dollar figure on it.
Every assessment captures investable assets, so the prospects sitting in your pipeline add up to a number — what is in play right now, and what the last quarter actually added to it.
Pipeline opportunity
$78.4M
Investable assets held by every prospect still open. Not a guess — the number each of them reported.
Added last quarter
+$28.6M
New pipeline from assessments completed in the last ninety days, each one already carrying a financial profile.
Illustrative figures.
What you offer
Assessments, already written.
You are an expert in retirement, tax and insurance — not in funnels, lead magnets and conversion copy. So the assessments come built, down to the questions and the results. Turn on the ones that match the conversations you want, and they are live on your page.
Am I on track for retirement?
On“Are you on track to retire when you want?”
What you learn
- Age
- Retirement timeline
- Income
- Investable assets
Am I paying too much taxes?
Add“How much are you overpaying in taxes?”
What you learn
- Filing status
- Income sources
- Account mix
- Equity comp
Are you properly insured?
Add“If your income stopped tomorrow, how long would your family be fine?”
What you learn
- Dependents
- Income
- Existing coverage
- Debts
What you learn
Every answer works twice.
The prospect finds out where they stand. You find out who they are. A contact form gives you a name and an email; an assessment gives you the situation behind it.
They answer
Everything except the home you live in.
$1.2M
You receive
Angela Moretti
Today, 9:14
- Investable
- $1.2M
- Readiness
- 68/100
- Annual gap
- $48,221
Close
Requested a meeting about tax in retirement.
Try an answer. Illustrative figures.
Price
One plan. One price.
Priced as acquisition infrastructure rather than as a landing page. No tiers, no per-prospect fees, and no charge for the assessments you turn on.
Fourteen days free.
- Your personalized advisor page
- The full assessment library
- Unlimited prospects
- Financial context on every prospect
- Meeting requests
- CRM and calendar integrations
Questions
- Do I have to write the assessments?
- No. They are built for you. You choose which ones to turn on, and they are live on your page immediately.
- Is this a financial planning tool?
- No. An assessment gives a directional estimate to start a conversation. The plan is still your work, and every result says so.
- Do prospects need an account?
- No. They complete an assessment, see where they stand, and leave their details if they want to hear from you.
- Where does the data go?
- Into your practice only. Each firm's prospects are walled off from every other firm's, and you can push them to your own CRM.
- What happens after the trial?
- $99 a month. No setup fee, no per-prospect charge, cancel from the billing portal.
Turn interest into qualified prospects.
14 days free · no card