Transparent Financial Advisors

We deliver leads directly to your inbox.

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Our clients win more deals.

How?

We build and operate the tech infrastructure for a successful direct email outreach funnel.

Dedicated team.
Continuous improvement.
White glove onboarding.
Hybrid approach.

Reach more leads, in less time, with cutting-edge AI, automation and email technologies tailored for deal sourcing.

End-to-end solution.
Human-like outreach.
Leverage technology.
Systematic approach.

Result: Win more deals.

Toolkit

We live and breathe tech 40 hours a week, every week, so you won’t fall behind.

Automated
Outreach

Increase organic business development via systematic outreach.

Data
Analytics

Uncover new opportunities through access to data at scale.

AI &
Automation

Do more with less, by leveraging the power of AI technology.

Relationship Management

Do more with less, by leveraging the power of AI technology.

We get tech, so you don’t have to.

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What dealmakers are
saying about us

5/5

TFA has significantly expanded our client base and deal flow through innovative lead generation strategies.

Alex Johnson
Alex Johnson

Business professional Middle aged Male US ethnic

5/5

There system created new client interactions, boosting deal conversions and acquisition rates.

Samantha Lee
Samantha Lee

Business professional Middle aged Female US ethnic

5/5

TFA has cultivated new conversations, increasing our deal volume.

Michael Gomez
Michael Gomez

Business professional Middle aged Male Mexican ethnic

5/5

Their strategic approach in securing new opportunities has greatly enhanced our market presence and deal success.

Linda Huang
Linda Huang

Business professional Middle aged Female Asian ethnic

Book your free consultation
call with us

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What you’ll learn