Advisor marketplace

Marketplace

Exclusive leads in your licensed states.

Showing 1-1 of 1 leads

Plan complete, asked for advisor — energy exec preparing for exit

Score

Estimated assets

$7.1M est.

Est. liquid: $4.6M est.

Price

$700

Time on

Tier A· $3M+ est. liquidAsked for specialist

96 score

The consumer asked to speak with a specialist.

Lead quote

“Sold the upstream business last year. Need help with the next 30 years.”

Why this scored

Score formula

Estimated net worth carries 40%, age 20%, journey depth 20%, tools 10%, concerns 10%.

Est. net worth ($7.1M est.)

40/40

Age window (Age 64)

20/20

Journey depth (95% complete)

19/20

Tools run (3 RTP tools)

10/10

Concerns (2 signals)

7/10

One buyer per lead. Contact details unlock after purchase.