Delivering accurate data, leads, and direct mail since 2007
DATA BOUTIQUE LEADS AND COACHING PROGRAM
Provide TARGETED PROSPECT LEADS and TRAINING to Financial Advisors.
Assist advisors by providing a solid background on how to successfully work prospect lists to generate meetings and bring in new business. Help advisors, by generating Assets Under Management at a consistent rate.
How we generate REAL RESULTS:
- Quality- Provide advisors with targeted leads developed specifically for them.
- Training- Provide 4 /30 minute, biweekly training sessions to advisors.
- Structure- Provide advisors with tips on converting a prospect to a client.
- Methods- Provide advisors knowledge on how to cultivate client relationships and ask for referrals.
- Accountability- Provide progress reporting on advisor’s goals to track progress.
- Success- Generate more assets under management.
Examples of data sets we can create:
- Customized Mortgage Database
- Small Business Prospects: Customized data list of targeted prospects who own small businesses
- High Net Worth Prospects: Customized data list of High Net Worth individuals.