Reach intermediaries whose clients already need your solutions.
High-quality leads from advisors, investors, and institutions actively seeking overseas financial and professional service providers.
Scheaffer & Alpha Partner Advisors provides targeted services to governmental agencies and private sector firms in financial and professional services. We connect these organisations with qualified professional intermediaries and agents whose client base has active, defined demand for overseas solutions — so engagements move from outreach to real investment outcomes.
AT A GLANCE
- 6–12 month structured B2B campaign
- Prequalified intermediaries and agents
- Introductions to advisors, investors, and institutions
- Long-term strategic relationships
- Market intelligence + structured outreach
How we deliver
01
Tailored B2B lead generation strategy
We implement structured 6–12 month campaigns designed to prequalify intermediaries and agents based on your specific criteria, ensuring every lead is aligned with your business objectives and demonstrates a clear, predefined need.
02
Effective intermediary engagement
Our in-market business development approach is one of the most effective methods for identifying and establishing cooperation with intermediaries whose clients already have defined needs for your solutions.
03
Connecting you with qualified intermediaries
We facilitate direct introductions to qualified local advisors, investors, and institutions relevant to your company and service offering — expanding your professional network and presence in target regions.
04
Understanding intermediary needs
By focusing on intermediaries whose client base has active demand for your solutions, the leads we generate are high in volume and high in quality — improving conversion rates and business outcomes.
05
Building long-term strategic relationships
We develop sustainable relationships with relevant intermediaries and agents on your behalf, ensuring ongoing value beyond the initial engagement.
06
Networks and market intelligence
We combine proprietary market intelligence with structured outreach to connect you with advisors, investors, and institutions aligned to your business profile and service offering.
DELIVERABLES & TIMELINE
A structured engagement with measurable milestones.
Each phase has named deliverables and a written status report — so you always know what’s been done and what’s coming next.
Discovery & positioning
WEEKS 1–3
- Service & client-segment workshop
- Compliance & onboarding criteria documented
- Target intermediary profile (advisors, IFAs, family offices)
- Engagement charter & reporting cadence
Intermediary mapping
WEEKS 4–8
- Long-list of qualified intermediaries per market
- Competitive provider landscape brief
- Decision-maker mapping with regulatory status
- Prequalified short-list with engagement plan
In-market outreach & meetings
MONTHS 3–9
- Bilingual outreach to advisors, investors & institutions
- Weekly pipeline report with intermediary status
- Qualified discovery meetings with notes
- Warm introductions & joint-call coordination
Conversion to investment
MONTHS 10–12
- Referral & cooperation agreements signed
- Relationship management playbook for retention
- First mandates / investment flows from intermediaries
- Final engagement report with KPI scorecard
Ready to scope a campaign?
We’ll assess fit, target markets, and deliverables — then propose a 6–12 month plan with clear milestones.
Market Entry Consulting 