LSAustralia provides a range of solutions catered to the 'Financial Planning' industry to enhance, facilitate and promote lead generation and reduce client acquisition costs. The programs featured below have been adapted to work with the Financial Planning industry by identifying the key processes and elements to a successful transaction and incorporating this into these lead generation programs.

The two programs listed below addresses different stages of the business development process. Our first program, ‘Expression of Interest’ provides your planners with a consistent flow of warm leads - parties interested in your service and requesting a call to further discuss. Our second program, ‘Appointment Setting’, prequalifies leads and sets up an appointment between your planners and our leads. In addition to the services provided along this spectrum, we will design a custom program to suit your unique business development needs.

The staff at LSA pride themselves on having strong backgrounds in finance and we ensure all new staff undergo in depth training to keep this standard high and are aware of the latest developments within the finance & planning industry. We place such importance into training to ensure the Financial Planning programs you undertake are developed around key areas such as:
• Tax Efficiencies
• Wealth Creation
• Retirement Goals

The below programs have been designed to work within the Financial Planning industry, please click on a program to find out more.