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Time on Score Est. net worth Price

LeadScore↕Est. net worth↕Price↕Time on↑

Showing 1-3 of 3 leads

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

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

Texas·Age 64·Asked for specialist

Score

96Score

Estimated assets

$7.1M est.

Est. liquid: $4.6M est.

Price

$700

Time on

04:11:28

Tier B· $1M-$3M est. liquid

Complex estate plan before selling the business

North Carolina·Age 62·Planning lead

Score

80Score

Estimated assets

$2.7M est.

Est. liquid: $1.6M est.

Price

$340

Time on

3d 07:11:28

Tier D· $250K-$500K est. liquid

Needs a legacy plan before retiring from energy

Texas·Age 63·Planning lead

Score

73Score

Estimated assets

$1.2M est.

Est. liquid: $410K est.

Price

$128

Time on

3d 19:11:28

Tier B· $1M-$3M est. liquid

80 score

North Carolina, age 62

RTP sent the lead from the consumer planning journey.

Lead quote

“Selling the business this year. I need someone who can think across taxes, estate, and the kids at the same time.”

Why this scored

Leave a legacy is the stated planning signal.
RTP sent the lead from the consumer planning journey.
NC is visible before purchase.
Email and phone are both permitted after purchase.

Est. net worth: $2.7M est.
Est. liquid assets: $1.6M est.
Price: $340
Time on: 3d 07:11:28Since available

Score formula

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

Est. net worth ($2.7M est.)

40/40

Age window (Age 62)

20/20

Journey depth (50% complete)

10/20

Tools run (1 RTP tools)

3/10

Concerns (2 signals)

7/10

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