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The document discusses how financial advisors can use AdviceIQ to connect with and promote themselves to potential new clients. It notes that over 50 million US households do not have a financial advisor and outlines challenges both consumers and advisors face in finding each other. AdviceIQ aims to improve this process by publishing daily financial articles that also promote advisors, and by featuring advisor profiles and credentials to help consumers source trusted advisors. The document encourages advisors to join AdviceIQ to enhance their digital brand, understand competition, and showcase themselves as a local resource to attract new clients.
Infographic slides
- 1. Who Promotes You? How do clients find you? How do you find your clients? There has to be a better way to make that connection. What’s your road map for success? www.AdviceIQ.com | 1
- 2. Take a look around, survey the territory you’re in. Over 50 million U.S. households do not have a Financial Advisor. 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M 2M Most Americans do not fully understand and use Financial Advisors because they: O Believe their assets are too small O Think they can go-it-alone successfully O Have a mistrust of advisors and the industry O Don’t know where to find a Financial Advisor O All of the above www.AdviceIQ.com | 2
- 3. Financial Advisors have difficulty in attracting consumers because: O It’s difficult to distinguish and locally promote their brand O Marketing resources are limited O Compliance restrictions O The industry is perceived as untrustworthy O All of the above www.AdviceIQ.com | 3
- 4. AdviceIQ’s mission is to improve financial lives. { IT’S CONFUSING OUT THERE FOR INVESTORS AND WELL-QUALIFIED ADVISORS CAN HELP. { AdviceIQ supports you by: 1. Providing daily, objective, educational financial articles to consumers to help them to make more informed decisions. The articles we publish connect consumers with important insights and research on financial topics. 2. Advocating the use of trusted financial advisors by investors. We are the only independent journalism site that promotes advisors 24x7. Studies have shown that investors who engage advisors achieve significantly greater wealth versus non-advised.* Now that’s worth promoting. www.AdviceIQ.com | 4 *Source: Aon Hewitt, 2010
- 5. Chart your course to connect to new clients. Sample Profile: Syndication Partners: Joe Smith Financial Advisor Certified Financial Planner Personal Overview I concentrate on a client’s ability to generate income AdviceIQ Promotes Advisors levels necessary to maintain a desired lifestyle through retirement. I coordinate estate planning with retirement planning to help reduce taxes on the transfer of wealth. Assets Under Management We start by Become part of the Total Assets Accounts Under Management Avg. Account Size validating your hard AdviceIQ directory $105M 600 $175,000 won credentials so that investors Designations & Licenses so we can position can use AdviceIQ CFP Certified Financial Planner your expertise to source trusted Series 7 Series 24 to prospective advisors in their Professional Background investors area Date Employer/Educator Position 05/96-09/12 ITI Strategies, Inc. President 01/89-04/96 Cadaret Grant Registered Rep Connect with current Client Demographics Investable Assets and prospective clients. $50k-$100k $100k-$250k $250k-$500k $500k-$1M $1M-$3M $3M-$5M Enhance your presence Reach consumers with a personalized via syndication on Occupation Doctor profile and supplement high-traffic media Educator Attorney your sales materials sites Other Professional Small Business Owner with published articles Senior Executive Building Trades by you Other www.AdviceIQ.com Life Stage Early Career Mid Career Late Career New Retiree Divorced Women Divorced Men Widowed Middle Income ($50k-$100k) Upper Income ($100k-$250k) High Income ($250k-$550k) Wealthy (Over $550k HH) Women We can help you create that map and draw that connection between yourself and your potential client so new clients can find their way to you. www.AdviceIQ.com | 5
- 6. Fight your way through the noise. Promote Yourself as a local resource. Reinforce relationships with existing clients. Join thousands of Advisors who have already put AdviceIQ to work for them. Showcase your credentials and your specialities. Understand who your competition is. Develop your digital brand. www.AdviceIQ.com | 6
- 7. Are you ready to be connected to potential clients? If so, we can help promote your expertise in a way that will help to attract great, new potential clients. AdviceIQ can help. Find out how. FPA Conference September 29 - October 2 Visit BOOTH 229 Or call 646-867-6464 or visit us at www.AdviceIQ.com. www.AdviceIQ.com | 7