Conversion
How do you qualify financial advice leads?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
How do you qualify financial advice leads?
Qualify leads on: minimum investable assets or loan size, advice need (e.g. pension/mortgage/protection), decision timeline, and vulnerability flags — before booking a full fact-find.
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A robust qualification step for UK financial advice runs through: investable assets or loan size (to match the firm's minimum), specific advice need, decision timeline, whether clients have existing arrangements, and any vulnerability flags. This can be a 5-minute call by a trained paraplanner or admin, which typically screens out 40-60% of raw leads before adviser time is committed.
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