Frameworks
What is the Platinum Prospects Lead Engine?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
What is the Platinum Prospects Lead Engine?
The Platinum Prospects Lead Engine is a five-stage FCA-compliant acquisition system: 1) niche and offer, 2) compliant creative, 3) multi-channel paid, 4) high-converting funnel, 5) CRM-feedback optimisation. It is the firm's house method for all adviser campaigns.
Want us to do this for your firm?
Get a compliant lead-gen plan tailored to your niche and compliance setup.
The five stages
- Niche & Offer: pick one niche, design a named lead magnet.
- Compliant Creative: build creative with FCA sign-off in mind, not after.
- Multi-channel Paid: Google Search for demand, Meta for prospecting, LinkedIn for HNW.
- High-Converting Funnel: landing page, calculator, booking system, speed-to-lead automation.
- CRM-Feedback Optimisation: offline-conversion tracking feeds real revenue into bid algorithms.
Why this order matters
Every stage downstream fails if the stage upstream is weak. Most firms start at stage 3 (paid) without finishing stages 1 and 2, which is why their CPL never stabilises.
Reference
https://www.platinumprospects.ai/frameworks/platinum-prospects-lead-engine
Was this useful?
Related questions
What is the Retargeting Amplification Cycle?
The Retargeting Amplification Cycle is a continuous loop warm audience system that re serves new creative across Meta, Google and YouTube to people who have en…
What does a financial marketing funnel look like?
Awareness (ads, SEO, PR) to Consideration (landing pages, lead magnets, email) to Decision (consultation, proposal) to Client to Advocate (reviews, referrals).
What is the Financial Client Acquisition Model?
The Financial Client Acquisition Model is a Platinum Prospects framework that models full funnel economics — CPL, qualification rate, fact find rate, client cl…
What is the Compliance-First Funnel?
The Compliance First Funnel is a Platinum Prospects design method that bakes FCA financial promotion rules into creative and landing page structure from the st…
What is the Platinum Prospects Lead Engine?
The Platinum Prospects Lead Engine is a five stage FCA compliant acquisition system covering niche selection, compliant creative, landing page build, CRM routi…