FATSTAX
FATSTAX
FATSTAX
Gen Y&Z Leads for Financial Advisors
Gen Y&Z Leads for Financial Advisors
Gen Y&Z Leads for Financial Advisors

Reach Younger Audiences with High LTV
Reach Younger Audiences with High LTV
Reach Younger Audiences with High LTV
Younger Audiences with High LTV
Appointments from Top Finfluencers
Appointments from Top Finfluencers
Appointments from Top Finfluencers
Receive pre-qualified appointment requests from younger generations with high lifetime value through trusted financial influencers. With 92% of consumers trusting them over traditional advertising, content creators build authentic relationships with their audiences, leading to higher-quality leads that are more likely to convert.
Receive pre-qualified appointment requests from younger generations with high lifetime value through trusted financial influencers. With 92% of consumers trusting them over traditional advertising, content creators build authentic relationships with their audiences, leading to higher-quality leads that are more likely to convert.
Receive pre-qualified appointment requests from younger generations with high lifetime value through trusted financial influencers. With 92% of consumers trusting them over traditional advertising, content creators build authentic relationships with their audiences, leading to higher-quality leads that are more likely to convert.
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Financial influencers have 3x higher engagement rates than other niches.
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Financial influencers have 3x higher engagement rates than other niches.
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Financial influencers have 3x higher engagement rates than other niches.
%
of consumers trust influencers over traditional ads.
%
of consumers trust influencers over traditional ads.
%
of consumers trust influencers over traditional ads.
x
Financial influencers have 3x higher engagement rates than other niches.
%
of consumers trust influencers over traditional ads.
Benefits
Benefits
Benefits
Benefits
Why Fatstax?
Pre-vetted, exclusive appointment requests with no contracts
Higher Conversions
Higher Conversions
Higher Conversions
Higher Conversions
Verified, Exclusive Appointments
Verified, Exclusive Appointments
Our commitment is simple: every lead you receive is requesting an appointment, fully verified, and exclusively yours. Unlike other agencies who sell the same lead multiple times, we never share your prospects with competitors.
Our commitment is simple: every lead you receive is requesting an appointment, fully verified, and exclusively yours. Unlike other agencies who sell the same lead multiple times, we never share your prospects with competitors.




Instant Distribution
Instant Distribution
Instant Distribution
Instant Distribution
Integration with your Favorite Apps
CRM Integration
Receive real-time notifications via email or SMS when new leads arrive, and seamlessly integrate with your favorite apps to nurture leads right away. Stay connected to opportunities and maintain your current workflow without missing a beat.
Receive real-time notifications via email or SMS when new leads arrive, and seamlessly integrate with your favorite apps to nurture leads right away. Stay connected to opportunities and maintain your current workflow without missing a beat.
Choose your Leads
Choose your Leads
Choose your Leads
Choose your Leads
Set your Lead Criteria
Set your Lead Criteria
Set minimum asset thresholds, geographic boundaries, and volume caps to receive only the leads that make sense for your business. This flexibility ensures you're not wasting resources on prospects outside your target market, while our system delivers precisely matched opportunities to your specifications.




Based on Net Assets
Based on Net Assets
Based on Net Assets
Based on Net Assets
Dynamic Pricing
Dynamic Pricing
Why pay the same price for every lead when their value varies dramatically? Our dynamic pricing model adjusts costs based on the potential client's net assets, ensuring you pay appropriately for each opportunity. This approach means better ROI and more efficient allocation of your client acquisition budget.
Why pay the same price for every lead when their value varies dramatically? Our dynamic pricing model adjusts costs based on the potential client's net assets, ensuring you pay appropriately for each opportunity. This approach means better ROI and more efficient allocation of your client acquisition budget.
























Partner with us
Partner with us
Partner with us
Partner with us
Process

Strategy Session
Once approved, we will provide pricing and discuss your lead criteria

Strategy Session
Once approved, we will provide pricing and discuss your lead criteria

Strategy Session
Once approved, we will provide pricing and discuss your lead criteria

Strategy Session
Once approved, we will provide pricing and discuss your lead criteria

Receive Leads
Start recieving leads after you load your account with credits

Receive Leads
Start recieving leads after you load your account with credits

Receive Leads
Start recieving leads after you load your account with credits

Receive Leads
Start recieving leads after you load your account with credits
FAQ
FAQ
FAQ
FAQ
Frequently Asked Questions
Are my leads exclusive?
Yes, all leads are exclusive.
Do I have to sign a contract/monthly retainer?
What do I have to do?
Do I pay for leads up front, or as they are received?
What CRMs do you integrate with?
Are my leads exclusive?
Yes, all leads are exclusive.
Do I have to sign a contract/monthly retainer?
What do I have to do?
Do I pay for leads up front, or as they are received?
What CRMs do you integrate with?
Are my leads exclusive?
Yes, all leads are exclusive.
Do I have to sign a contract/monthly retainer?
What do I have to do?
Do I pay for leads up front, or as they are received?
What CRMs do you integrate with?
Are my leads exclusive?
Yes, all leads are exclusive.
Do I have to sign a contract/monthly retainer?
What do I have to do?
Do I pay for leads up front, or as they are received?
What CRMs do you integrate with?
Sign Up Today

Sign Up Today

Sign Up Today

Sign Up Today
