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What is a "platinum prospect" in financial adviser marketing?
Last reviewed 22 April 2026 · Reviewed by Jake McQuillan
Quick answer
What is a "platinum prospect" in financial adviser marketing?
A Platinum Prospect is a high-intent, compliance-qualified, named-owner-ready lead: someone in the target niche, with assets or borrowing capacity in range, ready to have a meeting within 14 days, and captured with full FCA-compliant consent. Platinum Prospects Ltd is named for this standard.
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The five attributes
- Niche fit: in the target advice area (not general enquiry).
- Capacity fit: assets or loan size in your operating range.
- Readiness: open to a meeting within 14 days.
- Compliance: full FCA-compliant consent captured at form submission.
- Tracked: click ID preserved from first click to CRM record.
Why the standard matters
Most "leads" fail 2 to 3 of these criteria, which is why blended conversion rates in financial advice are so low. Firms that qualify to all five typically convert at 25 to 45% lead-to-client vs 2 to 8% industry norm.
Where the name comes from
The firm, Platinum Prospects Ltd, is built entirely around producing leads that meet this standard.
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