Lead Generation
High-intent leads and real conversations delivered to you.
Tarkenton Financial Helps You Find Leads
Growing your business starts with conversations. Our lead generation programs are designed to help you consistently connect with qualified prospects through targeted digital advertising, automated outreach, and preset appointments. Each program is built to support the way our advisors work: straightforward, scalable, and focused on real opportunities.
Whatever kinds of prospects you’re targeting, we make sure you reach the right people and start conversations that matter.
Our Lead Generation Programs
Retire Ready
Lead Generation
Our Retire Ready Lead Generation program helps you connect with qualified prospects who need information on annuities, retirement planning, and life insurance. We use targeted online advertising to reach people in your area and deliver leads to your inbox in real time.
- Real-time delivery of high-intent leads
- Targeting for annuities, retirement planning, and life insurance
Public Sector
Appointment Program
Through an exclusive partnership, Tarkenton Financial advisors can access preset virtual appointments with public service employees, including teachers, administrators, and other public sector professionals. Appointments are scheduled directly on your calendar with a highly engaged, retirement-focused audience.
- Virtual, preset appointments scheduled directly on your calendar
- Highly engaged audience of public service employees
Marketing
Our LinkedIn program helps you reach new prospects through automated connection-building and messaging campaigns. You choose the audience you want to target, and we initiate the conversation through LinkedIn messaging. When prospects engage, you take over to build the relationship and set the appointment.
- Automated outreach that runs in the background
- Personalized messaging initiates warm conversations
Why Advisors Trust Our Lead
Generation Offerings
High-Intent Prospects
We focus on reaching people actively looking for guidance, not generic lists.
Diverse Programs for Different Goals
Whether you prefer real-time leads, preset appointments, or digital outreach, there’s a program for you.
Designed for Advisor Success
You get the tools, targeting, and marketing expertise, no technical skills required.
Exclusive Advisor Benefits
Advisors with Tarkenton Financial access offers not publicly available elsewhere.