Infinsa Leads is a client-acquisition service for financial advisors seeking a more consistent pipeline of prospective clients. Its Advisor Client Acquisition System brings paid advertising, conversion funnels, automated follow-up, prospect qualification, and calendar scheduling together in a managed process. The company builds campaigns around each advisory business’s market and ideal client, then nurtures inquiries through automated email and SMS. Prospects are screened using criteria such as investable assets, location, eligibility, and level of interest before qualified appointment opportunities are scheduled.

Infinsa Leads also manages the supporting CRM, tracking, reminders, and no-show follow-up, giving advisors a coordinated system from initial interest to scheduled conversation. Its campaigns go through the advisor’s required compliance and advertising review before launch, with adjustments made as needed; approval remains subject to the business’s own requirements. The company charges a flat management fee rather than billing per lead, while advertising spend is funded separately by the client.