Inspire Advisors

Lead Generation Program

Inspire Advisors leverages the brand power of Inspire’s ecosystem to generate qualified leads for your practice.

How LeadAssign Works

Program Powered by

An automatic lead routing technology

You’re in control of how many leads you are willing to take on and pay for. Simply click the link in the SMS text message to accept or decline.

Leads are routed based on the lead's proximity to the advisor's office zip code. If the lead is not near any advisor offices, the lead is dispersed in a round robin fashion.

No login required

Receive leads in real-time

Automated follow-ups

Integrate with your CRM to nurture leads

Secure payment processing powered by Stripe

Experience a Test Lead

See how much you can grow your business

Cost Per Lead

Standard Lead — $50

Sources: Friends & Family, Social Media, Article, 15-Min Guide Download

Premium Lead — $200

Sources: Podcast, Radio, Internet Search, Inspire Insight

Cost depends on the source quality and includes the costs associated with acquiring qualified leads from our partners and platform technology costs.

Refunds will be given on leads that have both a bad phone number and bounced email, or are located outside the United States as we cannot do business with them. To request a refund, please contact marketing@inspireinvesting.com.

Current Program Stats

Current program conversion based on 232 leads between 1/1/2022 and 5/31/2022.

20%

average conversion rate

$2,791

annual recurring revenue

$253,725

average AUM of won leads

$233

monthly revenue

1.10%

advisory fee*

Closing 1 in 5 leads

20% conversion

$200

per lead

$1,000

total cost

$1,000

total cost

$233

monthly revenue of the average AUM of won leads

4.3 months

breakeven point

*Advisory fee based on where the average AUM falls on the Inspire Advisors Standard fee schedule.

Best practices closing leads

Time is of the essence

It has been found that a lead response time of five minutes or less is the ideal timeframe, and after five minutes, the odds of converting a lead drops by 80%. Additionally, responding within five minutes is 21x more effective than responding after 30 minutes.

Ask questions and listen

Take the time to understand the customers goals and needs from their advisor. Asking questions will not only make the customer feel heard, but it will also save both you and the lead time by honing your conversation to cover what most resonates with them.

Have a game plan

Not all leads will close, or close quickly, so you must have a follow-up/nurture plan in place to stay in contact. Remember, be persistent, but not a pest. The optimal lead contact strategy includes at least 12 relevant touch points.

Interested in joining the lead generation program?

Click the get started button to get added upon completion of our short lead training course.

Join Program

(877) 859-6383 inspire@inspireadvisors.com

Best Financial Advisory Firms awarded as of 6/2025 by USA Today and Statista. America's Top RIAs awarded as of 7/2025 by FA Magazine and Commonwealth. Great Place To Work awarded 10/2024. Licensing fees were paid for use of these logos. No compensation was paid to obtain these ratings. America's Top Financial Advisory Firms awarded as of 11/25 by Newsweek and Plant-A.

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for Advisors

Company

Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed.

The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability.

Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional.

National Admin Office: 3597 E Monarch Sky Ln, Suite 330 Meridian, ID 83646; Phone: (877) 859-6383 Investment advisory services offered through Inspire Advisors, LLC, a Registered Investment Advisor registered with the SEC.