What the Lead Engine does
The Platinum Prospects Lead Engine is our proprietary framework for converting cold paid media traffic into qualified advice leads without breaching FCA financial promotion rules.
It is designed specifically for UK financial advisers, wealth managers and mortgage brokers operating in regulated niches such as equity release, pension transfer, bridging finance and estate planning.
Why it works
Most lead generation systems optimise for volume. The Lead Engine optimises for the two metrics that actually drive profitability in financial advice: MQL-to-client rate and payback period.
Example campaign
A mid-size equity release firm running £12k/month across Meta and Google saw CPL drop from £74 to £38 and client conversion climb from 4.1% to 9.3% within 60 days of installing the Engine.
Common mistakes
- Skipping the niche definition step and running generic "financial advice" creative
- Sending all traffic to a single multi-purpose landing page
- Measuring CPL instead of cost per client
- Treating compliance as a final gate rather than a design input