Qualified Financial Adviser Leads vs Prepared Clients
A useful adviser opportunity is not only a contact. It is a person whose financial situation and needs are clearer before the conversation begins.
“Qualified leads” can mean different things. A contact may have a phone number, an expressed interest or a specific product question. None of those automatically means the person is ready for a useful financial conversation.
PFS uses a different starting point
PFS creates a structured financial picture before the adviser decides whether to engage. The user can see their own surplus, goals, obligations and risk-related information. An adviser receiving a connection or intake sees the relevant anonymised snapshot before accepting.
Two routes, two credit pools
Connection Credits apply to user-initiated directory requests. Intake Credits apply to the adviser's own Intake Link. They are separate balances.
In both cases, the adviser decides. Accepting uses the relevant credit. Declining uses no credit.
Why the distinction matters
PFS is not promising that every profile is suitable. It is creating more information at the point where the adviser decides whether to spend professional time. That is a different commercial proposition from buying a list of leads.
Start with financial clarity
PFS is designed for the stage before an important financial decision: understand where you stand, then decide what to do next.
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