In this Financial Technology Spotlight, Don Whalen, CFP and Co-Founder of Precise FP, and Neal Quon discuss how to engage clients, meet the DOL Best Interest Rule and increase your efficiency.
Seminars and direct mail no longer work. Advisors need a method and mechanism that educates clients and prospects, and also allows them to be heard. Nothing does this better than forms. Surprised?
You may think that forms are nothing more than an administrative necessity. Think again! Forms can help build your business by bringing you more engaged leads. They can also help you run a more efficient and compliant practice. And, if properly designed and deployed, they can keep clients engaged in the planning process, thereby keeping them as clients of your firm.
See for yourself how advisors are providing paperless, customized data-gathering and engagement experiences for their clients and prospects. Forms can expand your website offering and engage prospects and clients on topics that resonate with them. Let prospects come to the conclusion that they need your services on their own, rather than you telling them. That’s the power of forms. Come and see for yourself!
Join us Tuesday, February 7th at 4pm (ET) and you will see how forms (Yes forms! Who would have thought!?) can:
Build Your Business
We’ll give you real examples of forms that you can incorporate on your website and/or use in email campaigns that will result in getting you more leads — guaranteed!
Take Your Practice to Greater Levels of Efficiency
See how forms can reduce the cost (your cost) of creating financial plans by 40% or more.
See how easy it is to meet the DOL Best Interest Rule.
Ensure that Clients Remain Engaged (and therefore remain your clients) Throughout the Planning Process