In this video we’ll show you a new technology that allows you to target hot, qualified prospects in your area who are in-market to hire an advisor… by name, address, email, phone, and more.
Seriously, this allows you to market to PEOPLE - not demographics, zipcodes or people who "Like" something on Facebook.
Meaning you can now target REAL PEOPLE online or offline with any kind of marketing you want... because you now know WHO they are.
Imagine what it would do for your business if you could:
If you knew who was getting ready to hire a financial advisor (and could identify them by name) do you think you could get 3-5 of them to transfer their assets to you month after month like clockwork?
This new technology is opening up a whole new paradigm for financial advisor marketing and this video explains everything in detail.
A large RIA firm can benefit greatly from implementing this Technology. Fill an entire teams schedule full of highly qualified leads and grow faster than ever before.
Independent broker dealers often have heavier compliance burdens, but this makes the process so much simpler, and easier to push through.
Want to make your job so much easier? Unlock systematic lead generation and build the kind of RIA that competes with the big boys. It all starts with consistent leads.