Exclusive tax optimization leads for wealth management advisors
I create and manage your Google, Meta, and Microsoft campaigns to receive inquiries from people interested in exploring tax reduction solutions. The step-by-step form sets your criteria before the call.
Callback within 24 hours, no obligation. Or Write to me on WhatsApp.
- of leads converted at my RGE clients
- 18 to 28 %
- leads per month at the peak of my activity
- 10 000
- monthly advertising budget managed at the height of my activity
- 150 000 €
- projects completed since 2012
- 700+
Converted lead: called, interested, eligible, appointment to be scheduled. Volumes and budgets across all sectors.
What is a tax-saving lead?
Tax optimization leads are inquiries from individuals seeking solutions to reduce their taxes or invest in a regulated scheme. With Génération-de-leads.net, Anthony Ménard provides wealth management advisors with a dedicated page, a step-by-step form, and branded campaigns to receive exclusive leads, without any guarantee of return.
- Exclusive requests, never resold
- Step-by-step form that sets your criteria before the call
- Factual messages, without promises of performance
- 0 % commission on your advertising budget
What tax-advantaged leads can be generated?
Tax relief schemes change with each finance law, and some have already expired. Therefore, I never dedicate a page to a specific scheme without first confirming its current availability. The campaigns focus on the individual's objective, such as reducing their taxes or planning for wealth management, rather than promising a specific product.
What the step-by-step form asks for
- The objective: to reduce one's taxes, to build up or diversify assets;
- the household situation and the indicative tax bracket;
- investment capacity and the time horizon envisaged;
- the desired callback time slot.
A step-by-step form quickly filters out requests that don't match your criteria. Lead processing is faster, calls are better prepared, and phone conversion rates improve. Collect only the data that's relevant, in compliance with GDPR.
A strict framework to be respected
Advertising and soliciting for financial products are regulated, depending on the case, by the AMF, the ACPR, or the ORIAS. Therefore, messages must remain factual: no promises of return, no guaranteed gains, no misleading comparisons, and risks must be disclosed. You remain responsible for ensuring the compliance of your advisory activities.
Only those who have filled out the form will be contacted, in accordance with their consent. I never recommend calling someone who hasn't requested it.
To go further
Do you also support insurance or real estate projects? Discover insurance leads And real estate leads. To understand how a mission unfolds, consult the operation page, and as for the conditions, the pricing page.
Examples of landing pages and advertisements
How does it work?
- 1
Frame your target
B2C or B2B, product or service, area, desired profile: your criteria become the rules of the campaign and the form.
- 2
Put everything in place
Branded landing page, form linked to your CRM or Google Sheets, two advertising channels and conversion tracking.
- 3
Drive by quality
Your feedback guides the campaigns: we cut what doesn't convert, we test new ads, and you receive the report.
Channels to choose from: Google Ads, Meta Ads (Facebook and Instagram), Microsoft Advertising, LinkedIn Ads.
In addition: Taboola native advertising, pre-roll video, SEO, email marketing and, currently being renovated, the Kelvin energy simulator.
Buy leads or have your own system?
| Criteria | Leads purchased individually | Your device |
|---|---|---|
| Origin | Blurry | Your ads, your pages, your forms |
| Exclusive | Often sold to multiple buyers | Exclusive requests |
| Qualification | Criteria imposed by the reseller | Qualification based on your criteria |
| Cost | Reseller margin on each contact | Advertising paid at cost price |
| When you stop | Nothing remains for you | An asset that improves every month |
Average observed across my finance and tax optimization campaigns. It varies depending on the investment amount and the product.
Prices displayed, with no commission on your budget
Set up
1 500 €Branded landing page, qualification form linked to your CRM, 2 advertising channels, 1st month of management included.
Monthly management
400 € / monthNew ads and visuals, A/B testing, refined targeting, reporting based on your field feedback.
Advertising budget
0 % commissionYou pay Google, Meta or Microsoft directly and see every euro spent.
Frequently asked questions about tax optimization leads
What is a qualified tax optimization lead?
This is a request from someone who wants to explore a tax reduction solution, who meets your criteria, and who has asked to be called back. The step-by-step form establishes these criteria before the call.
How much does a tax-advantaged lead cost?
The cost depends on the area, the competition for research, and the required qualifications. I'm not giving an average here: the free audit provides an estimate, excluding fees and without any guarantee of results.
What devices are you highlighting?
No scheme is promoted without your approval. Tax relief rules change with each finance law, and some schemes have ended: I start with what is currently in effect and what you advise.
Can we promise a return on investment in advertisements?
No. The messages remain factual, without promise of return or guaranteed gain, and the risks are mentioned.
Are the leads exclusive?
Yes. The campaigns, the page and the form are in your name: each request is intended for you and is not resold to any other advisor.
And what about the ban on telephone solicitation?
The contacts themselves filled out a form to request an exchange: you call them back at their request. Telemarketing has been regulated by prior consent since August 11, 2026, and I never recommend calling someone who hasn't asked for it.
Receive your free audit
Estimated cost and volume for your area. I'll call you back within 24 hours.
- Free and without obligation
- Separate fees and advertising budget
- Direct exchange with Anthony Ménard