What is a "platinum prospect" in financial adviser marketing?

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.

The five attributes 1. **Niche fit:** in the target advice area (not general enquiry). 2. **Capacity fit:** assets or loan size in your operating range. 3. **Readiness:** open to a meeting within 14 days. 4. **Compliance:** full FCA-compliant consent captured at form submission. 5. **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.

Reviewed by Platinum Prospects Editorial. Last updated April 2026.