Acquire Assets Quicker

We know what works

It can be very overwhelming building, balancing and growing your book of business, Keeping your pipeline and activity level high should always be your number one priority. Keep your prospecting accurate, efficient and work for you.

Shorter Sales Cycles

Connections built around you

The opportunity to develop prospects are becoming more targeted and your prospects expect it. Have more meaningful conversations with individuals that understand the power of a Financial Professional.

Data Drives Interest

Real-Time prospect information

Real time prospect information means you know it when it happens. We limit the advisor on our platform for a reason, to ensure that the information you and only you get it.

A Lead Platform With Steps To Succeed

Your prospects and clients choose to work with you because you understand their situations. You treat them as they are the only client they have. This is what you receive from us. The Odegee Financial Advisor lead platform is built for you and only you. We have been in your shoes, have walked the path and have handled the challenges of building a book of business. Our platform helps you gain the edge against your competition.

Real-Time Data & Insights

We turn data and information into meaningful marketing opportunities.

We Work With Your Firm Resources

Every firm has their own unique strengths. We make sure that the data plays to those strengths.

I Want To Learn More

Name

Email Address

Phone

Profession

Firm Name

What is your minimum account size for a new client?

Prospecting

What do you want to focus your marketing on?

Alternative Investments

Retirement Services

Trust and Estate

Cash Management

Stock Options

Lending

Do you want us to help create a process for you?

Schedule A Time