How Does Financial Advisor Pro 2.0 Work Exactly?
Financial Advisor Pro is “cloud based software” which gives you access to your database of customers, executive dashboard and customized campaigns from anywhere there is an internet connection.
Essentially the way it works is: you fill out a “new client” web form with their contact details and check off any new product purchases associated with that client. For example: if you sold them “Term 10 Insurance” you would click that checkbox and then add the “maturity date.” Contacts can also be “batch added” to the system instead of filling out the web form one client at a time.
The software then delivers your clients a “sequence of customized emails” 3 to 6 months prior to maturity dates to ask the client to book a “review consultation.” If after 3 emails the client does not respond, a task is created to remind you to follow up by phone. But, this only happens when the client doesn’t take action, which is usually only 25% of the time.
The system also sends birthday greetings or “Send Out Cards” automatically every year on their birthday.
The system also does upsell and cross-sell campaigns based on age and previous product purchases.
The system also accepts lead requests from your web site, social media and trade shows and automatically sends email nurture campaigns to prompt the prospect to “book a meeting.” All meetings are automated. You pre-select the times you’re available and when clients or prospects are prompted to book a consultation, they pick the time they are available which coincides with you available time. In fact, you’ll never need to book another appointment manually if you don’t want to. This system can increase booked consultations by up to 600%.
There is much more to this incredible system which we will describe in detail below. However, whether you want to save time or move the needle on your marketing and sales strategy today, simply “fill out this quick questionnaire” to see if the product is right for you.