Midas Marketing Group

Generating high quality new business opportunities for Wealth Managers

At the Forefront.

Midas Marketing Group are experienced business development professionals who specialise in generating quality leads for Wealth Managers. 

We research businesses within specific postcodes who can benefit from the advice provided by our clients. After thorough research, we use a variety of strategies to generate inbound enquiries, creating a need for advice and completing a fact find.

We establish what advice they currently receive and suggest a review may be in order, ensuring they match our clients specific financial qualifying criteria, before arranging a consultations via Zoom.

Our methodology enables us to engage with the relevant audience in a highly targeted and knowledgeable way. This enables us to generate a higher quality of appointment for advisers to have meaningful conversations about topics that really matter to the business owner, therefore stand a much higher chance of conversion.

90% Appointments Sit

60% Convert to Business

No Cold Calling

Quality Appointments

No Sit No Fee

Flexible Terms

Who we work with?

We work with advisers across all networks and independent advisers creating high quality new business appointments with business owners in need of advice. Each prospect undergoes a two call process before the appointment to ensure genuine interest. We offer a free replacement for any appointment that doesn’t happen or if it falls under your agreed qualifying criteria. We specialise in offering appointments for advisers that provide advice relating to difficulties they face in the following areas;

Profit Extraction

Tax Efficiency

Share Holder and KeyPERSON Protection

Cash Flow Forecasting

Exit or Succession Planning

Retirement Planning