Case Study: Philip Calvert Consulting boosts financial advisor lead generation with ScoreApp

A ScoreApp Case Study

Preview of the Philip Calvert Consulting Case Study

Boosting Lead Generation for Financial Advisors with ScoreApp

Philip Calvert Consulting, a specialist in helping financial advisors leverage LinkedIn, was seeking an innovative lead magnet solution to attract more qualified leads. They found ScoreApp, a powerful lead generation tool, and utilized it to create an interactive LinkedIn health check for financial advisors.

ScoreApp was implemented to provide a personalized scorecard that gave financial advisors insights into their LinkedIn profiles. During a webinar with 120 attendees, Philip Calvert Consulting directed participants to the ScoreApp health check, which resulted in 97 new leads generated in just 10 to 11 minutes. This demonstrated ScoreApp's effectiveness as a highly successful lead generation tool for the business.


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