We Find the Ideal Clients
You Build the Lasting Relationships

Empowering financial advisers by providing them with the tools and opportunities they need to grow their businesses

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FORTIS CONNECT

How We’re Different

"Why 90% of Advisers Waste Time on the Wrong Leads"

Most lead gen companies throw unvetted contacts your way. Fortis Connect is different:

✔ Exclusive, Adviser-Focused Leads: We work exclusively with financial advisers, so our prospects understand the value of professional advice.

✔ Compliance-Ready Process: Every lead is screened for suitability and matched to your ideal client profile.

✔ Your Brand, Your Control: We book appointments in your name—no white-labeling or middlemen.

✔ No Long-Term Contracts: Pay only for results, with flexible options to scale up or down.

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FORTIS CONNECT

Who We Help

"Designed for Advisers Who Want Growth Without the Grind"

Fortis Connect is perfect for:• Financial advisers tired of unreliable lead sources.• Wealth managers looking to expand their HNW client base.• IFA firms needing a scalable way to onboard new clients.• Specialist advisers (e.g., pensions, retirement) targeting niche markets.

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FORTIS CONNECT

How It Works

"Simple Process, Serious Results"
• We Listen: Define your ideal client and goals.• We Hunt: Our team uses ethical, compliant strategies to engage prospects.• You Close: We book appointments directly into your calendar — you take it from there.

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1. Targeted Appointment Setting

We book pre-qualified meetings with prospects actively seeking financial advice.
✔ Pension Transfers
✔ Investment & Wealth Management
✔ Retirement Planning
✔ Inheritance Tax Solutions"Your calendar filled with ready-to-convert prospects—no cold calling required."

2. Telemarketing Services

Our FCA-compliant callers engage prospects in your voice, ensuring brand consistency.• Warm Lead Follow-Ups: Nurture existing inquiries into booked appointments.• Database Reactivation: Re-engage stale contacts (e.g., past seminar attendees).• Referral Generation: Systematically ask for introductions from happy clients."Human-led calls that build trust before the first meeting."

3. Lead Nurturing Campaigns

Multi-touch outreach via phone, email, and SMS to move prospects down the funnel.• Educational Approach: Position you as the expert (e.g., "Pension Freedom Guides").• Automated Reminders: Reduce no-shows with confirmed appointments.• "Turn ‘maybe’ clients into ‘yes’ clients with consistent, compliant follow-up."

4. Client Calling Services

• Help with booking review meetings in.• Help with converting referrals from clients into appointments.• Client feedback and surveys.• Client chasing for documents/required actions.

Need a bespoke approach?
We tailor services to your requirements - just reach out to discuss more.

FORTIS CONNECT

What's the cost?

We run two main pricing models - one based on success
i.e. "pay per held appointment", and one based on a fixed daily rate,
for those with more specific qualification requirements and that want fixed and transparent costs.Please book a call and we would love to discuss your requirements in more detail.

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