We've sat in your chair. That's why we built this.
Our story
Our team started in financial services as licensed advisors and agents. We learned fast that the hardest part of the job wasn't the planning — it was finding the next qualified person to sit across the table.
Over the past 25 years, our leadership has run appointment-setting call centers in the U.S. and overseas, led national sales distribution teams for Fortune 500 companies through our field marketing organizations serving agents and advisors. And have built cutting edge technology platforms to transcend the grueling marketing and prospecting efforts of consultants.
We've also worked on the carrier and plan side of the industry, so we understand compliance from the inside — not as an afterthought.
We built The Lead Champions because the problem never went away — and today's tools make it possible to solve it better: tighter qualification, real-time reporting and compliance built in from day one.
Our values
- Quality over volume — One great appointment beats ten bad ones.
- Transparency — You see our numbers every week, good or bad.
- Compliance first — Your license is on the line, so we treat it that way.
- Earn it monthly — No long contracts; we keep you by performing.