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Oil and Gas Leads |

Lead Broker | List broker

Welcome to Hi, everybody. I’m John Fischer and today were going to talk about a lead broker and list broker. You know, a lot of people come to the actual website and they punch in lead broker or list broker.

What is a lead broker or list broker?

A lead is a name, an address and a phone number, ok? A broker is a guy that deals with it. That’s what we do here.I consider myself a list broker, and I broker various lists. Pretty much 90% of what I broker is accredited investors.

So I buy people that have been mailed a private placement memorandum. In order for you to receive that memorandum, they vet you, they ask you, ‘Hey, do you make at least two hundred thousand a year? Have you got at least a million net-worth, not including your home? Have you got experience in managing your personal portfolio?’ And then they mail you a private placement.

So I am a list broker that deals in accredited investor leads, accredited investor lists, and so on. So, again, to make sure you understand what’s a lead broker, what’s a list broker, a lead, a list: a lead is one name, address and a phone number, and a list is a bunch of those leads. I know, it’s that simple. If you have any questions, feel free to call me, John Fischer: 561-981-8777. Thank you for your time, and God bless.

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Private Placement Leads

Hi, everybody and welcome to Today we will be talking about private placement leads.

What are private placement leads?

It’s leads that we use for private placement leads. I know, some of these keywords are pretty basic. But a lot of time, you guys use all different words that you type into Google or Yahoo! or MSN to try to find what it is you’re looking for.

So, when you’re looking for private-placement leads…A private placement is a financial instrument, a Reg D 504, B as in boy is a million or less; the 505 is a million to five million; the 506 is for five million plus. That’s the little letter b. That little letter b is the old one. That’s the one that you have to establish a pre-existing relationship, friends and family. Once a friend, there’s a thirty-day cooling off period. Now comes the 506C, which came in a couple of Septembers ago, and that 506C, you don’t have to solicit; you instantly have that pre-existing relationship, and you can solicit and mail a PPM right away.

So, whether it’s a private equity, or a private placement—You know, what’s a private equity offer? Very, very vague term. We don’t have a lot of people come in requesting that. But, by the way, to us, a private equity offer… A private-placement is private equity. It’s exactly what it is. And you know what? They’re raising money for a particular deal, and it’s being done through the vehicle of private-placement or Reg D, 504, 505, 506. Little confusing, but you know what? The bottom line is we sell accredited investors. That’s the best kind of lead for these two types of investment vehicles. So, if you’re looking for accredited investor leads, I’m the king of accredited investor leads. You have any questions, call me, John Fischer: 561-981-8777. Thank you for your time, and God bless. (IMG 1018)


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Quality Leads for Brokers

Those looking to expand their portfolio should obtain leads for investment brokers in order to expedite the process. The challenge many brokers have is that they are not in content with the right people, who are ready to invest, and have the capital to do so. This is especially true for those just starting out. Most people start their career by establishing a referral network with other young professionals. While an excellent long term strategy, it takes time to build a portfolio this way.

At, we provide leads for investment brokers of individuals that are accredited investors and have the capital necessary to make them a solid prospect. Accredited investors are an excellent place to start because they have to make either $200,000 a year as an individual or $300,000 jointly with a spouse. In order to qualify without earning this much money, they need to have a net worth that is $1 million or more. As a broker, this gives you the opportunity to work with people that are financially secure and want their money to start working for them.

When buying leads for investment brokers, you can set geographic parameters so that you are only calling on people within your local geographic area. If, however, you are licensed in multiple states you can use that to your advantage to purchase a larger list. Leads for investment brokers can also be sorted by demographics. For example, if you want to work with women, men, those in a particular age group, income bracket, etc. This allows you to target your prospects more specifically and hone your sales pitch based on your audience. This is especially important if you feel that your services would appeal more to a particular group, or you are pitching a specific investment opportunity.

As a broker, there are specific steps you can take to make your calling efforts more effective. Here are some of our favorite tips:

  • Create an elevator pitch. When calling someone on the phone, you have a short window in which to make a good impression. Hone your message and explain why you are calling and what you can do for them quickly. Use something to capture their attention.
  • Be specific. If you have a certain investment opportunity you are pitching, obtain a list of investors that may be interested in that industry niche. For example, buy a list of leads for investment brokers with oil and gas investors so that you can tailor your pitch to them and that market.
  • Know your facts. When calling accredited investors, you are reaching out to people that are already financially savvy. Be prepared to discuss the market and back up your data with facts.
  • Why are you better? People need to know why you are better than the competition. Instead of simply focusing on education and certifications, focus on what you can do for them that others won’t. How are your services more convenient? What do you do to put in the extra effort?

Obtain your leads for investment brokers today and start making calls tomorrow. By regularly scheduling call time, you can grow your client portfolio faster than ever.

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