SeniorLeads

1.    Business > Marketing & Advertising > Marketing SeniorLeads.com  4.3 (59 reviews)  www.seniorleads.com Write a Review Ask a Question Advertisement  Leadsplease “I work for a nonprofit and times are tough - I appreciate your company making...” read more Cookie Notice ? More about Leadsplease This website uses cookies to enhance user experience and to analyze performance and traffic on our website. We also share information about your use of our site with our social media, advertising and analytics partners. Privacy Policy Read reviews from over 983 people See more Reject All Accept All Cookies Cookies Settings

2. Overview SeniorLeads.com has a rating of 4.3 stars from 59 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 46th among Marketing sites. Service 10 Value 10 Quality 10  This company responds to reviews on average within 4 days Positive reviews (last 12 months): 75%  View ratings trends  3 See all photos Reviews Q&A How would you rate SeniorLeads.com?

3. Top Positive Review Top Critical Review “I am very happy” “Stay Away At All Costs” Stephanie S.5/8/24 Pete H.4/15/24 I joined Seniorleads to meet more prospects for managed accounts. While not all prospects are good candidates I have had 5  Show more Got signed up under false pretenses by Jeff Lee...started immediately flooding my email with cheap Facebook Leads save your money  Show more See positive reviews See critical reviews Reviews (59)  Search reviews Sort by:  Relevant Rating 5 stars 40 4 stars 5 3 stars 0 2 stars 1 1 star 13 Timeframe All time  Other Verified purchase Contains image or video English only

4. Reviews that mention popular keywords 3 appointments (5) credit card (4) 3 weeks (3) 2 weeks (3) Russell R. 3 reviews • 0 helpful votes  This works out well because often May 13th, 2024 We handle everything in our office, everything from financial planning, investments, annuities, life insurance, etc. so I selected all 11 prospect types. This works out well because often, the prospects respond to the ad for life insurance and end up being more interested in the services we can provide for investing or the other way around. I am working on these leads with a colleague, and we have both captured new clients. I think there will be significant opportunities for cross-selling. While our main office  Show more Comment   Helpful (0)  Thank you Stephanie S. 1 review • 0 helpful votes  I am very happy May 8th, 2024 I joined Seniorleads to meet more prospects for managed accounts. While not all prospects are good candidates, I have had 5 appointments in the last 2 months and 3 new clients. I am still working on the other 2. These new clients have provided an additional $800,000 of assets under management which equals recurring revenue of $8,000 annually. I am considering enlarging my area to increase my flow of prospects.  Show more Comment   Helpful (0)  Thank you

5. Pete H. 1 review • 1 helpful vote  Stay Away At All Costs April 15th, 2024 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:  Show more Comment   Helpful (1)  Thank you Bob R. – SeniorLeads.com Rep 4/19/24 We have contacted the customer to resolve this matter. Note: each customer sets their own "flow of leads" and our software does not flood anyone ever as there is a daily cap built into our software. Dorothée V. 3 reviews • 1 helpful vote  It worked for me June 20th, 2024 I have used Seniorleads for the past 5 months. I have been matched with 220 prospects within 10 miles of me. I have had 186 phone calls (some I have yet to connect with by phone). 5 of the prospects responded to the automated email or text message built into the system. Not all of the prospects are buyers or interested in meeting. I have had 16 face to face meetings resulting in 11 new clients (perhaps some of the others will also become clients in the future). Income generated to me is over 5 times my  Show more Comment   Helpful (0)  Thank you Joshua S. 2 reviews • 0 helpful votes 

6. It's working smoothly for me. April 20th, 2024 I initially set my radius to 10 miles and received about 2 new prospects a day which was perfect. After the first 20 prospects and one new client (hopefully more to follow from the first 20), I increased my radius to 20 miles to get more prospects. In my case, each new client is worth about $5,000 so I have no problem if I get one new client from every 20 prospects. It's working smoothly for me. Comment   Helpful (0)  Thank you Alana C. 2 reviews • 0 helpful votes  Great responses December 30th, 2023 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.  Show more Comment  Helpful (0)  Thank you Nick F. 1 review • 0 helpful votes  Senior Leads is a scam December 29th, 2023 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. Comment 

7.  Helpful (0)  Thank you Bob R. – SeniorLeads.com Rep 1/5/24 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  Show more Samuel W. 2 reviews • 0 helpful votes  Works well in summer September 26th, 2023 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.  Show more Comment  Helpful (0)  Thank you Steve T. 7 reviews • 8 helpful votes  All Expectations Met April 21st, 2023 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  Show more

8. Comment   Helpful (1)  Thank you Alvaro A. 1 review • 0 helpful votes  Good connections November 2nd, 2023 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  Show more Comment   Helpful (0)  Thank you Liza P. 2 reviews • 0 helpful votes  Good for annuities December 21st, 2022 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.  Show more Comment   Helpful (0)  Thank you Dannis F. 5 reviews • 3 helpful votes 

9. I am Happy October 22nd, 2022 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  Show more Comment   Helpful (0)  Thank you Bob R. – SeniorLeads.com Rep Over a year old Thank you for the comment. Let us know whenever you need assistance from our help desk https://seniorleads.com/help Shariful I. 1 review • 0 helpful votes  Annuity sales in sweet spot August 3rd, 2022 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  Show more Comment   Helpful (0)  Thank you Rob W. 1 review • 1 helpful vote  10 weeks, 5 clients

10. July 3rd, 2019 I have been using Seniorleads for 10 weeks. I have purchased now about 60 leads - cost $1200. My 5 new clients have generated several thousand in commissions and 2 of the clients will be annual fee clients. Sending their booklet is what make the system work well. Rather than just calling a lead, the lead has already made a request, I send the booklet, establish my credibility and then call. This simpler extra step makes all the difference in my opinion. I do take the extra step to print the booklet covers on my  Show more Comment   Helpful (1)  Thank you Thiaghosil V. 1 review • 0 helpful votes  Good retiree leads March 13th, 2021 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  Show more Comment   Helpful (0)  Thank you Harbok M. 2 reviews • 0 helpful votes  Will account for 20-30% of my income February 13th, 2021

11. 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  Show more Comment   Helpful (0)  Thank you Glenn R. 1 review • 5 helpful votes  Terrible company/scam artist, promise then all about jacking your cc up! May 22nd, 2020 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  Show more Comments (1)   Helpful (5)  Thank you Teri P. 2 reviews • 0 helpful votes  Offset my business slowdown April 29th, 2021 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  Show more Comment   Helpful (0)  Thank you

12. Myrtle G. 1 review • 0 helpful votes  Thank You So Much September 17th, 2020 I registered with Seniorleads in July. I have received 26 leads and have made contact with all but 3 of the prospects. I would rate the overall quality as good. Some of the people had no money but most of them have at least $250,000 available and one guy says he has $3 million liquid. The first couple calls I made I screwed up and then I read the document with the scripts. Once I started using the scripts, the calls went much better. My biggest challenge is not with Seniorleads but getting used to closing sales online without  Show more Comment   Helpful (0)  Thank you Venus W. 2 reviews • 0 helpful votes  Covid has been difficult November 20th, 2020 Doing business in the first half of 2020 has been difficult and I am sure That is the case for everyone. But it has helped a lot since I enrolled With Seniorleads. My previous marketing depended on face to face meetings. Now, the leads I get are from people who are Internet users and so, having Internet meetings is easy because they are accustomed to doing activities  Show more Comment   Helpful (0)  Thank you Rod S. 1 review • 2 helpful votes  $10,000+ of commissions November 6th, 2019

13. $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.  Show more Comment   Helpful (2)  Thank you Ron L. 1 review • 3 helpful votes  4 weeks, 5 appointments January 5th, 2020 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. Comment   Helpful (3)  Thank you Julia R. 1 review • 0 helpful votes  Excellent November 5th, 2020 I had tried Facebook advertising on my own and wasted a lot of money and got nowhere. Somehow they make those ads work at Seniorleads as I have been getting a continuous flow of leads, about half from Facebook and half from their other sources. I wanted only long term care leads but their system required

14. that I pick at least 2 lead types. I choose "retirees" as my 2nd lead type. The leads I get specifically for LTC have been right on the money--interested and serious about their concerns. The retiree leads have  Show more Comment   Helpful (0)  Thank you Ryan B. 1 review • 2 helpful votes  I had decent results and have so far gained a few new clients. January 25th, 2017 Results have been decent. Closing about 1 out of 10 and will still close other leads later as they seem receptive. Took about 40 leads until I started to see older leads close. Comment  Helpful (2)  Thank you Mike C. 2 reviews • 9 helpful votes  No need for a 'script' if no one answers the fake phone numbers provided October 19th, 2020 When I first called to set a meeting their sales rep didn't call at the appropriate time, but then called a few hours later when I was in meetings. Daniel rushed to get me to sit down and speak with him, which I kind of felt sorry for him because he sounded like he was struggling so I figured I'd let him gather his thoughts. That was the end of any kindness on my part as Daniel started acting like a total sleaze bag and criticized anything and everything about myself as a professional. What was even more shocking was  Show more

15. Comment   Helpful (3)  Thank you Bob R. – SeniorLeads.com Rep Over a year old Please read other reviews here. It is unfortunate that some advisors and agents do not follow the program and then fail. No one should register for Seniorleads unless willing to follow the instructions: 1. Attend the initiation webinar (30 minutes) 2. Watch all of the training videos (total 1 hour 40 minutes) 3. Read the follow-up guide 1 hour Additionally, do not expect every prospect to answer the phone on the first call. Believe it or not, these  Show more 1 2 3 Previous Next  Sitejabber for Business Gain trust and grow your business with customer reviews. Claim your free account From the business   #SeniorLeads Explains Internet Prospects. #SeniorLeads finds Insurance Prospects and #Investment Prospects for #Financial #Advisors by advertising on web sites  Visit Website  Marketing, Financial Advisory  Pleasant Hill, California, United States  Edit business info Company Representative

16. Bob R. Typically responds within 4 days How do I know I can trust these reviews about SeniorLeads.com?  Sitejabber’s mission is to increase online transparency for buyers and businesses  Sitejabber has helped over 200M buyers make better purchasing decisions online  Suspicious reviews are flagged by our algorithms, moderators, and community members To learn more about reviews and trust on sitejabber.com, visit our FAQ and about us Have a question about SeniorLeads.com? Ask about SeniorLeads.com from staff and past customers Ask Question Similar businesses you may also like Accenture Yext Buffe

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