ROI Business Solutions Provides Wealth Management and Tax Preparation Lead Generation Service to Finance Professionals

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ROI expands business lead generation into wealth management and tax preparation, keeping alive its targeted, enterprise pay-per-lead business model.

The wealth management industry is expected to grow to $35 billion by 2016 with much of the ad-based growth coming from digital channels. We intend to tap that market.

Lead generation company, ROI, announces the launch of a new target industry for pay-per-lead generation services: wealth and asset management. Traditionally, ROI has focused primarily on lead procurement for the technology sector, but the management feels the need to expand into other lucrative markets, including wealth management lead generation.

According to Ovum, the wealth management industry is expected to reach $35 billion by 2016 with much of the increased spend flowing into online and other cloud-based channels. “General market growth has been somewhat stagnant since the Great Recession, but we expect investors to continue to look to knowledgeable certified personnel to help manage their wealth,” says Jon Castano, VP of Marketing for ROI. “It’s an industry that has boomed over the last two decades and we intend to actively promote and help fund its growth in the future as well, especially as further growth is expected in the near term.”

ROI intends on micro-targeting many of the products and services provided by asset managers, retirement account planners and investment professionals including IRA conversions, 401(k) rollovers, self-directed IRA LLC formation, tax preparation and even business succession planning. “While we are opportunists at heart, we have also been able to more effectively target specific markets through the partnerships we have made over the last several years,” says Castano. “It simply means that our clients are able to immediately tap a large network of partners for extremely-targeted sales lead generation services for their businesses.”

The company’s focus is on a pay-per-lead (PPL) business model. With a targeted PPL model, ROI provides clients with the unique ability of removing a great deal of marketing risk from their digital campaigns. For instance, individual and institutional wealth managers can completely avoid poor leads and managing complex cost per acquisition (CPA) rates.

Wealth managers are also able to determine local markets where they may wish to target their marketing campaigns. “With demographic targeting combined with hyper-local capabilities we are able to service wealth managers on the institutional level as well as small CFPs looking to expand their client base,” concludes Castano. “Growth is better attained when you know who you want to target. Luckily, that’s what we have always specialized in.”

About ROI

Since 2010 ROI has provided online marketing, PPC management and lead generation services to clients across the digital spectrum. The company’s clients include brand names such as, NetNanny and Attask. They are privately held and located in Seattle, WA. For more information, please visit

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Jon Castano
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