Loan brokers and wealth management advisors
Why it’s a gold mine
They see entrepreneurs and individuals at the precise moment they are investing or launching a project. Their credibility is total for recommending ancillary tools or services: the client is already seeking financial advice, and naturally extends it to other areas.
The expected outcome
High basket value, perfect purchase timing, and a client who arrives already pre-sold by a trusted figure.
Relevant markets : France, Belgique, Suisse, Luxembourg, Canada / Québec, 🇪🇺 UE.
The playbook
Formalized business referral: « Your clients are launching an activity and will need to choose [solution category] in the coming weeks. This recommendation, which you already make …
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- The exact pitch wording, adapted to this target’s vocabulary
- The 2 precise sources to identify them, with links
- The deal to offer: rate, counterparts and non-financial elements
- The specific trap that sinks most approaches