Do you have the feeling, when you hold the phone in vain, looking for serious customers, that you are out of place? That you could generate more value by helping your clients to better manage their finances?
Like many financial advisors in your situation, do you hate the idea of writing content with the power to generate sales? Would you feel more useful and above all more profitable for your business with your customers?
Do you spend a considerable amount of money on business events in order to offer your services to potential leads but never can count on a real return on your investment?
Are you, like many financial planners and brokers, one of those who approach marketing campaigns as a bottomless pit or an unavoidable trouble?
For years, we have used reliable methods and tools to generate qualified leads. This is a technique that we have used time and time again and has proven to work.
We work with a selection of technological tools that allow you to tailor the flow of leads that we send to you. You can thus have a global vision and a better management of the sales that we send to you as a financial planner.
By teaming up with a team of experts who take care of your lead generation, you skyrocket the time spent with your customers providing them with quality service. And, because we take care of getting quality leads to you, you no longer need to worry about getting your name to the right people.
We only sell a lead once. No system of buying from the highest bidder or mad rush or an unhealthy sense of competition with your colleagues. As soon as you buy a lead with us, they become your exclusive prospect. The rest is up to you.
“Would you like to diversify your portfolio?”, “Are you satisfied with the performance of your current financial planner?”. We offer to delegate the preliminary questions stage to our operator so that you can concentrate on what you do best: meeting clients.
Even with all the energy in the world, even the most successful broker can't match the power of marketing automation tools. This is why, for years, we have been integrating the best technologies in the development of business development strategies for our clients. Let us concretely show you how much time and money you can save.
