Financial Advisor Marketing Service.

Meet Prospects With Verifiable, Investable Assets in Their Portfolio.

Get discovery call appointments with highly qualified prospects, who have pain points and request to speak with an advisor.

How It Works - The Features

Leadadvisor approach to qualifying inbound leads and setting discovery call appointments.

Service Features
Description
High Intent

All prospect are inbound hand raisers and fully qualified based on your stated criteria.

Pain Point

The prospect has expressed a specific need or confirmed pain point regarding retirement investment and wealth management.

Investable Assets

We use a double verification process (in writing and verbally) to make sure their portfolio size meets your requirements.

Confirmation

The prospect has agreed to do a 15-minute discovery call with you to discuss their pain point, and a specific time and date has been set for your call with them.

Verification

The entire conversation is recorded and sent to you as a confirmation before you’re billed.

The Benefits

Identify high-intent prospects for your services

Identify Prospects Looking For Your Solution

Increase your financial advisory close rate

Increase Close Rate

Forecast ROI from confirmed appointments

Forcast ROI

Shorten your sales cycle with pre-booked calls

Shorten You Sales Cycle

Gain market share with pre-qualified investor leads

Gain More Market Share

Boost your Assets Under Management

Boost Your AUM

Clients

Proud To Call These Organizations Customers!

Watch our video on what our clients are saying

Prospects who are a good match for your products or services with pain points your solution can solve, so you can adjust your proposals accordingly. This way you’re targeting the right person, at the right company, at exactly the right time, as they’re ready to buy and can be converted into new customers.

Your close rate is only as strong as your weakest link. That link is the advanced intel you need to not only prepare to meet with the target prospect, but also to make sure you have a sound solution ready to go that will directly address the prospect’s pain points. This is where we come in. We specialize in getting you that intel you need. So if your close rate on most deals is 20% on a first meeting, our goal is to increase that close rate to 80, 90 of even 100%.

Prospects who are a good match for your products or services with pain points your solution can solve, so you can adjust your proposals accordingly. This way you’re targeting the right person, at the right company, at exactly the right time, as they’re ready to buy and can be converted into new customers.

For example, if you have a 6-month sales cycle, you need to nurture a lead over that 6-month period. It also means a minimum of 6 nurturing patterns over the life of that lead until it closes. Now, multiply those minimum 6 interactions by the number of leads, times the number of sales reps, distributed over your entire sales team. That’s an enormous number of wasted man-hours chasing opportunities. (In reality, it actually requires at least 3 times the number of interactions per month via, email, chat, text, phone calls, social media interaction, etc.)

How do you gain more market share or convince your competitor’s customers to switch and do business with you? Many business owners would probably tell you “one customer at a time.” Now, while that old adage still has some value, we have a different philosophy. The idea is while you’re growing one customer at a time through the front door, your competitors is also trying to steal a half dozen at a time through the back door. The process of increasing your market share is endless and you can never stop trying to win new customers. Our goal is to help you gain more market share by consistently delivering an entire pipeline of ready to buy customers every day, every week, every month for the life of your campaign.

For over a decade, we have focused on building lasting partnerships with our clients, helping them improve their bottom line. Many companies use a multitude of ways to boost their bottom line, many fail to produce real results. For example: Time and money invested in training employees, unnecessary costly overhead expenses, decrease of office lease, allowing employees to telecommute, reduce cost on insurance, office supplies, decreasing wages and benefits…. especially administrative fat in the sales department. Almost every one of the above categories is directly or indirectly related to the cost of new customer acquisition and customer lifetime value. We will boost your bottom line by increasing the flow of new customers at a fraction of the cost. So, if you can handle an increase in new revenues, then we have the means, people, and technology to get you there.

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