Lead Sources
3 min read
Overview
Riafin generates leads through three distinct sources. Understanding each helps you prioritize and acquire the right prospects for your practice.
Lead Sources Overview
Riafin offers three distinct sources for acquiring leads. All leads must be purchased from the marketplace, though retail unmatched leads may count toward your monthly free limits if you're on a paid subscription plan.
Three Lead Sources
1. System-Matched Leads
How They Work:
- Algorithm analyzes advisor profile and client questionnaire
- Matches based on location, expertise, services offered, and client needs
- Automatically appears in "System Matched Prospects" section
Characteristics:
- Algorithm-based matching
- Pre-qualified based on compatibility
- Must be purchased from marketplace
- Subject to 72-hour cooling-off period
Wealth Tier Impact:
- Retail, Affluent, HNI, and UHNI
Best For:
- Finding clients aligned with your specialization
- Building relationships with compatible prospects
- Growing your practice with qualified leads
Access:
- View in Pro Dashboard under "System Matched Prospects"
- Purchase available leads
- Track in your CRM after acquisition
2. Unmatched Prospects
How They Work:
- Questionnaires submitted by users not yet matched with you specifically
- Available in the general marketplace for any advisor to purchase
- Largest pool of available leads
Characteristics:
- Not algorithm-matched with logged-in advisor
- Browse and select based on your criteria
- Available to all advisors
- Must be purchased from marketplace
Wealth Tier Impact:
- Retail: May count toward monthly free limits for paid subscribers
- Affluent, HNI, UHNI: Must be purchased individually
Best For:
- Proactively building your pipeline
- Targeting specific client demographics
- Filling capacity gaps
Access:
- Browse in Pro Dashboard under "Prospects"
- Filter by location, wealth tier, and other criteria
- Purchase leads that match your preferences
3. Meeting-Booked Prospects
How They Work:
- High-intent users who have already scheduled a consultation with a system-matched advisor within the cooling-off period
- Users have booked a meeting through the platform
- Premium tier with higher engagement likelihood
Characteristics:
- User has already booked a meeting slot
- Demonstrates high purchase intent
- Premium pricing tier
Wealth Tier Impact:
- Retail, Affluent, HNI, and UHNI
Best For:
- Advisors with strong conversion skills
- Quick client acquisition
- High-quality prospect pipeline
Access:
- View in Pro Dashboard under "Meeting Booked Prospects"
- Purchase and schedule follow-up
- Higher conversion rate expected
Lead Source Comparison
| Feature | System-Matched | Unmatched | Meeting-Booked |
|---|---|---|---|
| Matching | Algorithm-based | Self-selected | High-intent booking |
| Pool Size | Curated | Largest | Limited |
| Pricing | Standard | Low cost | Premium |
| Conversion Rate | Good | Standard | Higher |
| Cooling-off | 72 hours | No | No |
| Free Eligible | No | Retail only | No |
Choosing the Right Source
For New Advisors:
- Start with Unmatched Prospects (Retail tier)
- Count toward monthly limits on paid plans
- Build experience with diverse clients
For Specialized Advisors:
- Focus on System-Matched Leads
- Algorithm finds compatible clients
- Higher relevance to your expertise
For Rapid Growth:
- Target Meeting-Booked Prospects
- High-intent, ready to engage
- Premium pricing but higher conversion
Best Practices
Acquisition Strategy
- Monitor all three sources regularly
- Set aside budget for lead purchases
- Track which sources convert best for your practice
- Balance quantity (unmatched) with quality (meeting-booked)
Timing
- Check marketplace daily for new prospects
- Purchase system-matched leads quickly (competitive)
- Plan capacity for meeting-booked leads (higher commitment)
Budgeting
- Allocate monthly budget for lead purchases
- Consider subscription plan benefits (free retail unmatched)
- Factor in wealth tier multipliers for pricing