About Advisors Guide

And our lead generating service for Financial Advisors.

Advisors Guide have joint forces with and lead generation company that produces high quality, detailed consumer and commercial leads in order to empower their telesales and direct marketing departments, all prospective sales leads are pre-qualified.

POPI Compliant | Hot leads Generation.

About Advisors Guide

 

Most financial advisers found on this platform are CFP ® professionals, the premier industry qualification of the Financial Planning Institute of Southern Africa (FPI). Whether you need advice on Retirement, Investments, Estate Planning, Life and Disability Assurance, Short Term insurance, Medical Schemes, Offshore investments and planning, Business Assurance, Unit trust, Income protection and funeral cover.

Advisors Guide is here to help you achieve your financial goals through our online directory of financial advisors based in Pretoria and various other regions in South Africa.

Our online directory of registered FSB financial advisors is all authorized service providers. Advisors Guide is a totally independent directory and not affiliated to any financial institution or product. Our directory also provides the reader with the accreditation of various financial advisors as this promotes transparency.

We make it easy for you to initiate contact with financial advisors that may be a match to your needs. Save advisors guide to your favorites and then send financial advisors your contact preferences and details about your financial planning needs.

Last but not least, do choose a CFP with fiduciary responsibility, meaning they have the heart of a teacher and not a salesperson, looking out for your best interests.

Did you know?

There is now new investment option available on our Old Mutual insurance policies, that will pay out the full amount that was invested during the 5 years term, with growth rates, that ensures you will receive back more as what was invested. Our investment option pays out and will not be affected by any Severe Illness or Disability claims |  (License No. 703) 

Hennie Venter is and Senior Financial Adviser works at Deltrofusion (License No 703) and specialises in risk Planning, estate Planning, retirement planning (Pre and Post) Trusts, Investments, Corporate pension plans and employee benefit schemes | Tel: 087 056 0412

About Naas Steyn | Managing Director @ Deltrofusion – accredited Old Mutual Agency Franchise Principal and entrepreneur, I – like every member of the Deltrofusion Financial Services team – am driven by a constant desire to create a space where advisors can continually learn and thrive, equipping themselves with the skills, support, products and networks they need to achieve success in an increasingly competitive landscape | naas@dfmutual.co.za

https://www.oldmutual.co.za/docs/default-source/personal-solutions/financial-planning/savings-and-monitor/old-mutual-savings-and-investment-full-report-2019.pdf

 

 

 
 
 

Lead generation for Financial Advisors.

 

Our Lead Generation service strives to produce high quality, detailed consumer and commercial leads in order to empower your telesales and direct marketing departments. All prospective sales leads you receive are pre-qualified, leads generated by our telesales department  often resulting in a higher conversion rate than cold contacts.

Investors will know who you are upfront, they can also now view certain financial Advisors profiles and products on Advisors Guide: – www.advisorsguide.co.za

We book the appointments to make logistic sense – as we know travelling is a burden. We do try and get as many appointments at one company as possible. This means you’ll drive to a company and meet between 4 – 6 prospects for that day.

In the event that the Financial Adviser confirms his or her appointments the day before, and one or two cancels (it happens), we will look into it and replace the appointment accordingly.

Financial Advisors must also select upfront the number of appointments their require for the week.

Our pitch to the client will be for the following:

  • A decent Financial needs analysis and portfolio review.
  • Giving them better benefits for the same price.
  • Giving them a better price for the same benefits.
  • We target mainly high earning clients & investors. 
  • Booking of appointments in you desired area.

PLEASE NOTE – that we do have a set schedule of how we book.

Should you pay during the week, we will start marketing the following Monday, and book appointments for the week thereafter (2-week delay). This cannot be altered…/

We sell the appointments in batches of 5, 10 and 20 

Price negotiable for 50 appointments and more.

  • 5 Appointments (Kindly, request via e-mail)
  • 10 Appointments (Kindly, request via e-mail)
  • 20 Appointments (Kindly, request via e-mail) 

Please feel free to contact us, should you have any questions on: – info@advisorsguide.co.za

Most of our business comes from referrals and word of mouth. 

 

An inspirational lesson by a deaf comedian by the name of Kathy Burkley, and her perspective on life, self-love and forgiveness.
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