Rfa presentation (7 1-14)
- 1. Client Acquisition Program Rick Cross
- 3. • Right Financial Advisor is a web-base matching program that connects individual investors and their families to qualified vetted financial professionals.
- 6. Clone Your A and B+ Clients: • You know those folks you really want.
- 7. Prune Your C and D Clients: • You know those folks that make you cringe when you see their names on your caller ID.
- 8. • We offer our members a certain number of complimentary access codes you can offer your C and D clients so they can move on and find the right advisor for them. • Most C and D clients are the ones that file complaints.
- 9. • Many other web-based advisor-finding solutions, match investors and advisors based solely on zip codes or asset minimums. • However, Right Financial Advisor understands the broad spectrum of client needs and personalities and how this will impact their choice of advisors.
- 10. • We overlay personality based questions with financial needs questions in order to create the right match. • Right Financial Advisor helps to facilitate a sustainable relationship that can last through many market cycles.
- 11. • We understand that attaining quality investor to join our platform will be the key to success. • Therefore, we constantly market our brand in order to acquire new investors.
- 12. SEARCH ENGINES • Google AdWords • Yahoo Bing Advertising SOCIAL MEDIA • Facebook Advertising • LinkedIn Advertising
- 17. Social Media Presence: • Facebook • LinkedIn • Twitter • Pinterest • Google + • Tumblr • Vine
- 18. INVESTORS • $35 one time charge. * Free for a limited time. ADVISORS • $200 per month for unlimited introductions. • $200 one time vetting fee.
- 19. • Many comparable services are free for investors to join the platform. • However, we charge a modest $35 in order to ensure that advisors are acquiring credible leads. • When investors sign up they receive a free folder system to organize their investments, taxes, and insurance. • We offer a money back guarantee if after 4 introductions no advisor is chosen. • The $35 fee is then allocated to our marketing campaign to acquire new investors.
- 20. • Unlike our competitors we don’t just sell leads, we provide introductions. • We provide specific requests for introduction from individual investors who genuinely want to be introduced to you.
- 23. • Market yourself to a new set of potential clients. • Avoid compliance issues. • Select, which clients you would prefer to have based on your specialties, strengths, and minimum requirements.
- 25. • Advisors who sign up now for the beta test will be grandfathered in to the $200 per month subscription fee. • Reward for being defacto angel investors. • Advisors who wait to sign up will be susceptible to subscription fee increases according to market demand.
- 26. • Angel Investors • Venture Capitalists
- 27. • We will be delivering an interactive calendar, once a match is made. • Offering different times that the first contact can be made.
- 28. • Please visit us at: