When you host a prospecting event, what happens to those who don't immediately set appointments? If you don't stay in contact, they probably won't think of you when they're ready to make a financial decision.
Automated Prospect Nurturing
An automated system can help you improve the way you nurture leads, prospects and clients. So even if a few prospects do not immediately set an appointment, you can continuously provide valuable information to them. Then, your prospects are more likely to remember your name when they need assistance with their financial decisions.
More Than a Monthly Newsletter
When you have a new client, do you have a welcome process that educates them on your business, process, and what to expect? An automated system would manage fulfillment of your corporate materials, e-materials, staff reminders, follow ups and direct communications right to your client. Automating your interactions can provide solutions for several other aspects of your business, like daily or repetitive tasks, important client milestones, and annual reviews. You could have a 275% Return on Investment (ROI) by using an automated system to grow and nurture your business, every day of the year.
System Designed for Financial Services
Save time sending messages by having a library of pre-built interactions designed to nurture your prospects. Prospecting 365 is an automated system with the more than 100-pre-built campaigns targeted for the financial services industry. It even offers the option to build custom campaigns specifically for your business. Prospecting 365 also connects your Client Relationship Management (CRM), marketing, website, and more. If you're looking for a system that does it all, Prospecting 365 is the automation system that can streamline your business.
If you are not staying in regular contact with leads, prospects and clients, chances are another advisor is. Start nurturing your prospects with an automated system designed for the financial services industry.