Financial Coreg FAQ

What is the criteria for a valid lead? (you won’t pay for leads that are not valid)

A valid lead contains an accurate name and one contact data field that is accurate (either email or phone) and all other criteria you set that meets your conditions.  For example, if you only want leads form advisors with $30 million or more under management, you will not receive leads for advisors who report less than this amount.   Of course, the more conditions you set, the fewer leads you receive.

Can I screen who advertisers on my site so that I am not advertising for competitors?

Yes.  We do everything we can to exclude any advertiser with any business that overlaps any of your business on your coregistration ad page that appears on your site.  But you can name specific firms at any time which we will exclude.  We encourage you to provide a list.


How does the payment/billing system work?

Five days after month end, you receive a summary of the amounts owed (for leads sent to you that matched your criteria).  During the next five days, you report any errors for adjustment before we auto-debit the amounts owed on the 10th of the month (or following business day).  You can provide any of these payment forms for auto-debit:

Paypal
Credit Card
Debit Card
ACH Bank account information

You will also receive payment for the leads generated on your site on the 10th of the month (or following business day).

We do not send invoices and accept checks.  Everything is done electronically.

How many leads can I expect per month?

We cannot predict that.  The number of leads you receive is impacted by:

  1. Interest by advisors/agents in your offer
  2. The number of sites on which your ad appears (impacted by the number of your competitors that join the FinancialCoreg Network)
  3. The amount of information you want to collect (the more data fields you desire, the fewer leads you will receive)


Can I gather additional data such as years in the business, assets under management or previous year’s commissions?

You may ask for any data that you desire.  The more questions you ask, the fewer leads you will receive.