SeniorLeads.com has a rating of 3.05 stars from 55 reviews, indicating that most customers are generally satisfied with their purchases. Reviewers satisfied with SeniorLeads.com most frequently mention new clients, and training videos. SeniorLeads.com ranks 73rd among Marketing sites.
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I started my account just before the holidays, about December 15. I was doubtful about the possibilities this time of year. But they made the point that since I pay for prospect responses, if no one responded to my ads, then it would not cost me. I was surprised that I was matched with prospects immediately. I have received on average, 2 per day and even on Christmas day. This is truly a 24/7 system. I even had a face-to-face meeting with the first prospect and signed papers for an account transfer that same day. Once the holiday season passes I suspect the results will be even better.
Senior Leads used a salesman to sign me up and charge my credit card without allowing me to research their company. Their program sounds good, but it is not what they promise it to be. They asked me to set my radius for leads but immediately lowered to radius from 50 miles to 10 miles then to 9 miles and then to 6 miles. Be careful with this company.
I started my account just before the holidays, about December 15. I was doubtful about the possibilities this time of year. But they made the point that since I pay for prospect responses, if no one responded to my ads, then it would not cost me. I was surprised that I was matched with prospects immediately. I have received on average, 2 per day and even on Christmas day. This is truly a 24/7 system. I even had a face-to-face meeting with the first prospect and signed papers for an account transfer that same day. Once the holiday season passes I suspect the results will be even better.
Got signed up under false pretenses by Jeff Lee...started immediately flooding my email with cheap Facebook Leads...save your money and time by not working with them...I know I will never get a refund but at least I can warn others...
Tip for consumers:
stay away at all costs
Products used:
facebook Leads
I hesitantly started my account at the beginning of summer thinking that adding clients would be a challenge. I was wrong. I got plenty of prospects from Seniorleads, a total of 78 over the summer. No one I talked to said anything about taking a vacation. I had 8 face to face meetings since June and 5 of those are now clients (1 more for certain). I will circle back with the others as I know not everyone bites on the first contact. If it continues, adding 2 new clients per month with be a very profitable outcome.
Very Impressed
I started using the services at the beginning of the month and I am impressed with 3 things:
1. The initiation webinar and training videos are really good
2. The phone script is a very powerful approach
3. The automated follow-up email system is great for the prospects who do not set an appointment on the first call
I only have a handful of leads so far but already 2 prospects who have agreed to meet.
Senior Leads used a salesman to sign me up and charge my credit card without allowing me to research their company. Their program sounds good, but it is not what they promise it to be. They asked me to set my radius for leads but immediately lowered to radius from 50 miles to 10 miles then to 9 miles and then to 6 miles. Be careful with this company.
Very sad when we have a dissatisfied customer. ANYONE can read our agreement and take as much time as they need. Full disclosure here https://seniorleads.com/agreement. We limit the area for marketing for new accounts. Based on our 22 years of experience, financial professionals do not want to be inundated with new prospects. So we limit all new accounts to targeting a radius of 300,000 population the first week before increasing that radius. This customer did not appreciate that and he wanted a radius that would have swamped him with leads and cost him a fortune. We would make more money letting our customers get flooded. But we don't do that.
I focus on annuities and the leads have been in my ""sweet spot"" of people
That invest $50,000 to $100,000. These cases are easy to close and provide
Good compensation. If I had a magic wand, these prospects would always
Answer the first time I call. Sometimes, I need to call 2-4 times to get
The prospect on the phone. Once I do, then everything else has been smooth
And the prospects receptive.
Tip for consumers:
Very helpful.
Products used:
Their CRM
I registered for a wide variety of prospect types as I have a diversified practice. Most of the prospects have had general concerns about planning for retirement or having financial security concerns in retirement. This type of prospect fits me well as I am able to do holistic planning and offer several products and services. I have had a few good meetings and one new client. I use a 3-meeting process so it takes longer to bring on a new client. The service interface is very well developed with a lot of included features like drip emails and text messaging. My expectations have been met and am satisfied with what has happened using Seniorleads.
I started with Seniorleads and selected 4 types of leads. I was hesitant to
Select the general categories "retirees" and "pre-retirees" as I was unsure
If these people would have an interest for investing services. It turns out
That retirees has been the most fruitful category. The company-provided
Script worked really well to help steer the prospect to an appointment (so
Far, two appointments on zoom, one face-to-face).
Tip for consumers:
Easy to use.
Products used:
This CRM
Having used a previous lead service where it was difficult to get prospects on the phone, Seniorleads is working well as my connect rate on the first attempt is 85%. Two of the numbers were bad and Seniorleads replaced those leads. They also have a drip email system to contact these prospects and so far, one of the prospect has responded to me from one of the emails. I have set 2 meetings, had one of them which became a client. I am quite satisfied with what I see so far as this service should result in many new clients.
My business really slowed down after January 1 and I don't know why. About
The middle of January, I started with Seniorleads. For the first 2 weeks,
There were a few leads and not much happened. Then, I started getting more
Leads (2-3/day) and for a week straight, I was able to book one appointment
Per day. That has resulted in 3 new clients. This new business has been a
Tremendous offset to the slowdown in my regular business. Even if I
Continue with 2-3 appointments per month, Seniorleads will have helped me
Retain my business volume at a very decent pace.
Tip for consumers:
It's easy to use
Products used:
Their CRM service.
I started at the beginning of February. I have received about 100 leads. I have 6 new c. Lients. These are all managed money clients so I get $1500 - $2500 annually for each account. For my $2,000 investment at Seniorleads, I think the results have been excellent. I am hoping that a few people on the fence will also become new clients and I expect to get more from future leads. Their service team responds very quickly (by email only).
I have found Seniorleads to be very organized and very methodical--great
Training videos and follow-up guide. These tools have been invaluable in
Helping me set Zoom meetings which have created some new clients and new
Business. I think the more I use the system, the more leads I can convert
To appointments and clients. Also, the recorded tips and advice from other
Advisors is great. If I had a magic wand, every prospect would answer the
Phone the first time I call.
I offer annuities and life insurance. Most of the leads I have received have been for annuities, which is fine as those sales are faster and easier. The prospects I have received have been between age 58 and 74 which is perfect. I got my first text message response today from the built-in text messaging service. This is great as it eliminates the need to get everyone on a call. I have 2 appointments set for the week after Christmas and in the short time I have used the service, everything is as represented.
Seniorleads asked if I would write a review so here is my experience. 38 leads last month. Two new clients (everything signed and $ received). Commission = $5800. From those 38, I expect to get another 2 clients but some people are fast and these people are s-l-o-w. Based on this limited experience I would say that the program has been an excellent addition to my business and will likely account for 20 to 30% of my income based on these few weeks. Personally, I would pay $100/lead if they would call and qualify the prospects first and then I only talk to the ones who are ready to buy. However, they do not offer that service and that's understandable.
They do not fulfill their promises and will most definitely run your credit card up for 10 bogus "leads" a day, plus 179.00 and disappear. Could never get their rep back on the phone after I noticed 600.00 of charges and pending charges on my card. Didn't take long to realize they were crooks so I tried again to reach out via telephone and email to cancel. No response, finally had to contact my credit card company to prevent them from charging further. Considering being a lead plaintiff in a class action lawsuit against them. Anyone interested in joking in please free to contact me at *******@aol.com Use Senior Lead in subject title.
$10,000+ of commissions in 40 days. I have received 37 leads, had 4 appointments (2 more scheduled) and brought on 3 new clients. I have used several lead services and seniorleads does something very smart. Rather than sending me the lead and having me call the prospect, they provide a personalized booklet (my name, photo, etc) which I send the prospect before I call. This has made all the difference because the prospect knows me when I call. I am not a stranger.
I have only been on the service for 2 weeks but I am very satisfied. I have received 14 leads and been able to contact 11. My goal on the initial call was to set a skype session so they could see me and vice versa. I have had 3 such calls and 2 new clients. After the skype calls, I sent one prospect forms in the mail. The other prospect has a printer so I sent forms as pdfs. So even while I cannot meet with people, I am very satisfied that this way of meeting new prospects and getting clients is working.
I find Seniorleads easy to use because the system is step by step. Everything is provided including scripts to use when contacting prospects. I have had a couple questions and got answers from the clients services each time in under 3 hours. I just ended my first month and have 2 new clients. Now that I have the system down, I think I can average 2-4 clients per month.
Most of my career has been selling final expense policies. These are difficult to sell if not face to face. So I learned about annuities and needed a way to get prospects and tried Seniorleads. I have a sale from my first set of leads. I had a 2 phone calls with the prospect: the intial call and then, I mailed information and we had the second call to reveiw what I had mailed. I just got the signed papers back in the mail and a form to transfer funds. I am jazzed at how smoothly this went and hopefully there will be a lot more!
This company represents everything that is wrong with the insurance industry. Their leads are horrible and I bailed after two months.
Stay away!
The leads are not horrible as evidenced by other comments you will see and hear here: https://seniorleads.com/financial-leads-comments/
However, please do not hire Seniorleads if you think that these prospects all want to buy from you on the first call. These are simply consumers who saw an advertisement on the Internet, were motivated to provide their name, email, phone, and mailing address to get more information about your products or services. To cultivate these prospects to clients requires that you either follow the formula we give you or you use your own skills and talents to cultivate interest into action. In other words, we bring you the prospect and you take it from there. Some will be rich, some will be poor. You can listen to advisors experience here: https://seniorleads.com/financial-leads-comments/
I just completed my 4th week using Seniorleads. I have set 5 appointments. Closed 2 new clients. The only thing that can be improved is there is no exact way to set lead quantity. Lead flow is set by selecting a radius and lead types but there is no exact settings like 2 leads per day or 3 leads per day. After the first 2 weeks, that was not an issue but was a problem at first.
The best aspect of the seniorleads system is the booklets they provide.
Having the prospect get that before I call seems to make for a much better
First call and I think makes setting appointments easier. Also, their
Scripting about community service appointments is very good.
How about this one. Because their rep (Dennis Wiley) screwed up and signed me up for the wrong program they had to keep giving me credits from zip codes I never requested. Rather than doing that, they simply canceled my membership owing credit and 2 more leads, I never got. BTW, the last one of their leads I just called on, the guy hasn't saved a PENNY for retirement. Point being they don't scrubb these leads one bit. They are just sending names and address (but, not always, sometimes no address)so they can charge your credit card.
Poor quality, customer service is a joke... didn't make any money... just got really frustrated... did exactly what they said. Their booklets are nice... but they really don't help getting annuity sales... bottom line is no return on investment.
Covid has had a devastating impact on my business. I was ready to quit and get a salaried job. Seniorleads contacted me and I figured anything was worth a try. It has only been 12 days. I have a new client. I have a much-needed $3,000 in my pocket. If I can continue at this pace until Covid lifts, I will make it. I am very thankful.
"Results have been good using Seniorleads. I have averaged 2 leads per day
Which is just right for me. It's been 20 days or so and I have set 5
Online 60-minute meetings. I think once Covid ends, this will work even
Better as I can set more meetings when they are in-person.
Thank you"
#SeniorLeads Explains Internet Prospects. #SeniorLeads finds Insurance Prospects and #Investment Prospects for #Financial #Advisors by advertising on web sites
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