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Financial Advisory Firm Finds New Leads via Cold Calls

Devkota Capital Advisors is a boutique investment and portfolio management firm based in Dublin, California. The owner Mr. Aalok Devkota was looking for new leads for potential partnership building opportunities. The task required finding a high quality list of individuals who might be interested in partnering up with Devkota Capital on new financial deals, and then qualify the leads via cold calls. Ellipsis Marketing worked in partnership with Devkota Capital and together, we came up with a campaign that would set up their financial advisory firm on the path to success. Our partner data providers helped us in finding unique lists and our team of highly experienced cold callers helped in qualifying the leads. Our end-to-end cold calling solution saved the firm time and money on their lead generation efforts.

If you are looking for an affordable all-in-one cold calling solution, give us a call or contact us via our web form. We'd be happy to help.


Gautam Tandon

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