How Do I Access my Leads?

How it Works?

AdvisorStream provides you with the ability to capture new prospects. The lead capture form allows you to convert anonymous readers into engaged clients. Every article captures investor’s contact details by providing them with free access to premium content and consistent communication from you. 

Social Media leads: This occurs when an individual clicks on an article you shared on social. They are then presented with the opt-in form and choose to leave their information. 

Newsletter/email leads: This occurs when a contact forwards your newsletter or email. The individual then has the opportunity to opt-in to receive further communications from you. 

What Information is Provided? 

• First name & last name 
• Email address 
• The content that prompted the opt-in 
• The source

AdvisorStream will send you an email notification once you capture a new lead. 

Step 1. Click on Leads 

Step 2. This is where you can view all the leads captured through AdvisorStream. Click on the name of a lead to review their information. 

Step 3: Review lead Recommendations, allowing you to proactively follow-up with tailored content based on the article the lead discovered.