ProspectMatch Lead System Review and Comments
“I am very happy with the professional handling of the [ProspectMatch] lead system. The booklets are professionally written and make a great impression. I have had 31 leads and set 5 appointments so far.”
— Garry S., Huron, OH
ProspectMatch Lead System call 866-452-8354
Would you also be satisfied with ProspectMatch if you got 5 appointments for every 31 prospects sent? At $18 each, Garry has invested $558 and if he closes just one of his appointments, may earn $3,000 or more. While successful financial professionals seek profitable ways to invest like this, its unfortunate that others struggle as they strive to save their way to greatness. Strategic investments, like outsourcing prospecting to ProspectMatch, gets your business growth on the fast track.
http://www.prospectmatch10.com
Prospect Match helps financial professionals who are wasting time and earning too little. If you are earning less than $100,000 a year, you're either not serious, or doing the wrong things and we can show you what to do. If you are earning $100,000-$300,000 annually, you've figured some things out. But those who use our systems see their income top $500,000 annually because they spend their days doing marketing the right way, talking to motivated affluent prospects and they sell the right way
Thursday, July 14, 2011
Wednesday, July 13, 2011
ProspectMatch How to Be a Wealth Manager
If you want to get into the wealth management business, here’s some very good news. You don’t need to know much about managing wealth. In most cases, these practitioners simply find the money (i.e. get the clients) and then hand their money off to third party money managers who pick the stocks and bonds. So if you want to be a wealth manager, all you need to know is how to prospect (i.e. get clients), create and maintain relationships.
One of the best places to start is to read this article and then give a copy to your prospects. You will then be one of the better wealth managers around because being a great wealth manager is about managing psyches and relationships, not about managing wealth.
Why Investors Fail
My apologies to the high-IQ investors out there, but when it comes to investing, smarts don’t matter. Whether an investor is intellectually gifted or below the norm is irrelevant, as plenty of Ph.Ds have lost money in the market. What matters are your emotions and the actions you take as a result of those emotions. What you read below are the results of studies with real live investors, like yourself, and how they behave with their investments.
It is imperative to realize that you are at the mercy of your emotional reactions, and you don’t even know it. The field of Behavioral Finance studies and explains how emotions and cognitive errors influence investors and the decision-making process. Here is a sampling of what behavioral finance studies have found so that you can hopefully notice these tendencies before you are afflicted.
Investors suffer from overconfidence.
You might even think of yourself as timid, but in their book, Why Smart People Make Big Money Mistakes, Gary Belsky and Thomas Gilovich provide evidence that simply by believing he can actively manage an investment portfolio, an individual who is not professionally occupied in the financial services industry (and some who are), probably suffer from overconfidence. Further, they reason that the problem of overconfidence should end at the point at which it leads to a significant loss. But actually, the opposite is true. When people make a mistake, they blame it on someone or something other than themselves.
Harvard psychologist Eileen Langer explains that when events occur that confirm the correctness of one’s actions, the individual is highly likely to attribute the occurrence to his own ability. On the other hand, when events do not fall in one’s favor, proving perhaps that the individual has been wrong or mistaken, he is most likely to attribute these occurrences to events out of his control.
Investors are overly optimistic.
Optimists exaggerate their own abilities and underestimate the likelihood of negative outcomes over which they have no control. Instead, they tend to exaggerate the degree to which they control their fate. Take this example of car drivers: When asked the following — As compared to other drivers you encounter would you say your driving abilities are average, above average, or below average? — 80% of the responders answered above average. It would be nice if this were the case, but surely many of these drivers are overestimating their driving skills based on my drive to work today.
Another way to view optimism is to look at what behavioral economists call the “planning fallacy.” Belsky and Gilovich offer an example in which Montreal was selected to host the 1976 Summer Olympics. The mayor had announced that the entire cost would total approximately $120 million and that track and field events would take place in a stadium with a first-of-its-kind retractable roof. While the games went off without a hitch that summer, the roof was not implemented until 1989 and ended up costing $120 million alone, almost as much as was budgeted for the entire Olympics.
In their study, Capital Budgeting in the Presence of Managerial Overconfidence and Optimism, Simon Gervais, J.B. Heaton and Terrance Odean found that optimism is most severe among more intelligent individuals. It would seem the smarter you are, the more confidence you have in your ability, which, in terms of the stock market, can cost you a fortune.
Hindsight is 20/20.
Within hours of the market’s close, “experts” will appear on television or speak on the radio with great confidence as to why the market acted as it did. Seemingly they give the impression that such actions were so obvious that they could have been predicted beforehand. But the truth is, if an event had been predictable, it would have been predicted causing the actions of many to prevent it from happening in the first place. Robert J. Shiller, a professor of economics at Yale University, found that at the peak of the Japanese market, 14% of Japanese investors expected a crash. After the crash, the number of investors who said they’d expected the crash more than doubled, reaching 32%.
Investor hindsight can be troublesome when in hindsight an investor sees what was a reasonable investment as a foolish gamble and then he blames his advisor. And after what seems to be an inevitable drop in the value of a stock, he will wonder why his advisor did not suggest selling it earlier. Hindsight can lead to advisor scapegoating. Still, if that stock had seen a gain the investor would more likely congratulate himself for the investment decision.
Finding patterns and correlations where none exist.
It is a human instinct to seek patterns, i.e. familiarity, in a random series of events. This all-too-human characteristic can be disastrous in the world of investing. What typically occurs is that investors attribute much more meaning to an event because of those that precede it. This leads investors to perceive trends where none exist and to overreact and take action as a result of these false perceptions.
For example, how many times have you heard the following sort of generalizations from your friends:
“When the Republicans are in office, the market goes up/down” (fact is, the record of both parties is about even). Or, “The Stock Market always rises in election years” (you need only look at the most recent election year to find the error in this statement, the stock market was down 9.1% in 2000). It’s human nature to look for and fabricate patterns and truisms when none are there. It’s a natural yearning to make sense out of non-sense.
Investors Lose by Not Taking Losses Quickly.
How many times have you thought, “But it’s a good company, it will go back up.”
A study by Terrance Odean of the University of California at Davis, argues that investors are quicker to realize their gains than their losses. Odean analyzed the daily trading records and monthly positions of 88,000 investors at a large discount brokerage. The data spans 10 years and over 2 million common stock trades. Investors in his study traded too actively, were under diversified, clung to their losers, and bought stocks that happened to grab their attention. They were also overconfident and motivated by the desire to avoid regret. The difficulty in the evaluation of thousands of investment alternatives also contributed to their poor trade results. One of Odean’s findings was that investors were much more likely to hold on to losers and sell winners.
The investors in Odean’s study were those who disregarded or didn’t believe in the value of a financial advisor. They thought they could do it on their own. Odean’s study proves that the surer they are, the worse they do: 20% of the investors who traded most often earned an average net annual return 5.5% lower than that of the 20% least active traders.
Prospect Theory, originally described by Daniel Kahneman and Amos Tversky, says that individuals are much more upset by prospective losses than they are cheered by equivalent gains. Therefore, the loss of $1.00 would be twice as painful as the pleasure received from a $1.00 gain. Researchers have also found that people are willing to take more risk to avoid losses than to realize gains. In other words, when faced with sure gain investors are more likely to be risk-averse, while when faced with sure loss, they turn into risk-takers. Just think how this pattern could affect the average investor. One bad investment decision will threaten him with a sure loss, which will lead him to take more risks in order to avoid this loss.
Familiarity and locality.
Individuals place too much emphasis on what is familiar to them, and as Belsky and Gilovich point out in their book, “The problem with the idea that you should ‘invest in what you know’ is that people over-confidently confuse familiarity with knowledge.” Gur Huberman of Columbia University has found that investors favor investing in local companies with which they are familiar. Huberman found that there were no rational reasons behind these investments other than the comfort familiarity brought to the investor. The companies in your area are no better or worse than those in any other area. Just ask Californians who fell in love with technology stocks.
Herd mentality.
Investors are particularly susceptible to herd mentality. This is true for a number of reasons. Investors will follow the herd to avoid the possible feelings of regret should their decisions prove incorrect. An individual will find it easier to rationalize a loss on a popular stock than a loss on an unpopular stock. During times of uncertainty when one does not know how to behave, the fact that many others are following a certain plan is a compelling reason to mimic them. The higher the stakes, and the larger the uncertainty, the more likely an investor is to go with the flow.
For example, Money Magazine compared the reported fund results of five funds over a one year period (December 31, 1995 to December 31, 1996) to the average investor results as measured by actual investor accounts in these funds during this period.
The shareholders average return was minus 15.08%. The funds’ average was 22.94%. The difference in results comes from the fact that the average investor invests once the fund has already risen in price and gets out after the fund declines.
A contributing factor to herd mentality and investor overreaction is the inordinate amount of financial news available. Investors who rely heavily on financial news stories for advice aren’t necessarily any better off, and in most cases they fare worse than those who ignore news stories altogether. Belsky and Gilovich recommend that investors avoid “hot” investments and tell them that they are, “… probably better off disregarding most financial news.”
Have you seen yourself in any of the above examples? If you’re ready to give up—wait—there’s an answer. Experienced financial advisors know about these problems and can act to keep you from committing these financial “sins.” Winning at investing is less important than avoiding mistakes resulting in financial loss. Use an advisor and let those other people make the mistakes.
My recommendation is that you give your funds to a portfolio manager, nowadays called wealth managers. Your own emotions and money just don’t mix.
http://www.prospectmatch10.com
One of the best places to start is to read this article and then give a copy to your prospects. You will then be one of the better wealth managers around because being a great wealth manager is about managing psyches and relationships, not about managing wealth.
Why Investors Fail
My apologies to the high-IQ investors out there, but when it comes to investing, smarts don’t matter. Whether an investor is intellectually gifted or below the norm is irrelevant, as plenty of Ph.Ds have lost money in the market. What matters are your emotions and the actions you take as a result of those emotions. What you read below are the results of studies with real live investors, like yourself, and how they behave with their investments.
It is imperative to realize that you are at the mercy of your emotional reactions, and you don’t even know it. The field of Behavioral Finance studies and explains how emotions and cognitive errors influence investors and the decision-making process. Here is a sampling of what behavioral finance studies have found so that you can hopefully notice these tendencies before you are afflicted.
Investors suffer from overconfidence.
You might even think of yourself as timid, but in their book, Why Smart People Make Big Money Mistakes, Gary Belsky and Thomas Gilovich provide evidence that simply by believing he can actively manage an investment portfolio, an individual who is not professionally occupied in the financial services industry (and some who are), probably suffer from overconfidence. Further, they reason that the problem of overconfidence should end at the point at which it leads to a significant loss. But actually, the opposite is true. When people make a mistake, they blame it on someone or something other than themselves.
Harvard psychologist Eileen Langer explains that when events occur that confirm the correctness of one’s actions, the individual is highly likely to attribute the occurrence to his own ability. On the other hand, when events do not fall in one’s favor, proving perhaps that the individual has been wrong or mistaken, he is most likely to attribute these occurrences to events out of his control.
Investors are overly optimistic.
Optimists exaggerate their own abilities and underestimate the likelihood of negative outcomes over which they have no control. Instead, they tend to exaggerate the degree to which they control their fate. Take this example of car drivers: When asked the following — As compared to other drivers you encounter would you say your driving abilities are average, above average, or below average? — 80% of the responders answered above average. It would be nice if this were the case, but surely many of these drivers are overestimating their driving skills based on my drive to work today.
Another way to view optimism is to look at what behavioral economists call the “planning fallacy.” Belsky and Gilovich offer an example in which Montreal was selected to host the 1976 Summer Olympics. The mayor had announced that the entire cost would total approximately $120 million and that track and field events would take place in a stadium with a first-of-its-kind retractable roof. While the games went off without a hitch that summer, the roof was not implemented until 1989 and ended up costing $120 million alone, almost as much as was budgeted for the entire Olympics.
In their study, Capital Budgeting in the Presence of Managerial Overconfidence and Optimism, Simon Gervais, J.B. Heaton and Terrance Odean found that optimism is most severe among more intelligent individuals. It would seem the smarter you are, the more confidence you have in your ability, which, in terms of the stock market, can cost you a fortune.
Hindsight is 20/20.
Within hours of the market’s close, “experts” will appear on television or speak on the radio with great confidence as to why the market acted as it did. Seemingly they give the impression that such actions were so obvious that they could have been predicted beforehand. But the truth is, if an event had been predictable, it would have been predicted causing the actions of many to prevent it from happening in the first place. Robert J. Shiller, a professor of economics at Yale University, found that at the peak of the Japanese market, 14% of Japanese investors expected a crash. After the crash, the number of investors who said they’d expected the crash more than doubled, reaching 32%.
Investor hindsight can be troublesome when in hindsight an investor sees what was a reasonable investment as a foolish gamble and then he blames his advisor. And after what seems to be an inevitable drop in the value of a stock, he will wonder why his advisor did not suggest selling it earlier. Hindsight can lead to advisor scapegoating. Still, if that stock had seen a gain the investor would more likely congratulate himself for the investment decision.
Finding patterns and correlations where none exist.
It is a human instinct to seek patterns, i.e. familiarity, in a random series of events. This all-too-human characteristic can be disastrous in the world of investing. What typically occurs is that investors attribute much more meaning to an event because of those that precede it. This leads investors to perceive trends where none exist and to overreact and take action as a result of these false perceptions.
For example, how many times have you heard the following sort of generalizations from your friends:
“When the Republicans are in office, the market goes up/down” (fact is, the record of both parties is about even). Or, “The Stock Market always rises in election years” (you need only look at the most recent election year to find the error in this statement, the stock market was down 9.1% in 2000). It’s human nature to look for and fabricate patterns and truisms when none are there. It’s a natural yearning to make sense out of non-sense.
Investors Lose by Not Taking Losses Quickly.
How many times have you thought, “But it’s a good company, it will go back up.”
A study by Terrance Odean of the University of California at Davis, argues that investors are quicker to realize their gains than their losses. Odean analyzed the daily trading records and monthly positions of 88,000 investors at a large discount brokerage. The data spans 10 years and over 2 million common stock trades. Investors in his study traded too actively, were under diversified, clung to their losers, and bought stocks that happened to grab their attention. They were also overconfident and motivated by the desire to avoid regret. The difficulty in the evaluation of thousands of investment alternatives also contributed to their poor trade results. One of Odean’s findings was that investors were much more likely to hold on to losers and sell winners.
The investors in Odean’s study were those who disregarded or didn’t believe in the value of a financial advisor. They thought they could do it on their own. Odean’s study proves that the surer they are, the worse they do: 20% of the investors who traded most often earned an average net annual return 5.5% lower than that of the 20% least active traders.
Prospect Theory, originally described by Daniel Kahneman and Amos Tversky, says that individuals are much more upset by prospective losses than they are cheered by equivalent gains. Therefore, the loss of $1.00 would be twice as painful as the pleasure received from a $1.00 gain. Researchers have also found that people are willing to take more risk to avoid losses than to realize gains. In other words, when faced with sure gain investors are more likely to be risk-averse, while when faced with sure loss, they turn into risk-takers. Just think how this pattern could affect the average investor. One bad investment decision will threaten him with a sure loss, which will lead him to take more risks in order to avoid this loss.
Familiarity and locality.
Individuals place too much emphasis on what is familiar to them, and as Belsky and Gilovich point out in their book, “The problem with the idea that you should ‘invest in what you know’ is that people over-confidently confuse familiarity with knowledge.” Gur Huberman of Columbia University has found that investors favor investing in local companies with which they are familiar. Huberman found that there were no rational reasons behind these investments other than the comfort familiarity brought to the investor. The companies in your area are no better or worse than those in any other area. Just ask Californians who fell in love with technology stocks.
Herd mentality.
Investors are particularly susceptible to herd mentality. This is true for a number of reasons. Investors will follow the herd to avoid the possible feelings of regret should their decisions prove incorrect. An individual will find it easier to rationalize a loss on a popular stock than a loss on an unpopular stock. During times of uncertainty when one does not know how to behave, the fact that many others are following a certain plan is a compelling reason to mimic them. The higher the stakes, and the larger the uncertainty, the more likely an investor is to go with the flow.
For example, Money Magazine compared the reported fund results of five funds over a one year period (December 31, 1995 to December 31, 1996) to the average investor results as measured by actual investor accounts in these funds during this period.
The shareholders average return was minus 15.08%. The funds’ average was 22.94%. The difference in results comes from the fact that the average investor invests once the fund has already risen in price and gets out after the fund declines.
A contributing factor to herd mentality and investor overreaction is the inordinate amount of financial news available. Investors who rely heavily on financial news stories for advice aren’t necessarily any better off, and in most cases they fare worse than those who ignore news stories altogether. Belsky and Gilovich recommend that investors avoid “hot” investments and tell them that they are, “… probably better off disregarding most financial news.”
Have you seen yourself in any of the above examples? If you’re ready to give up—wait—there’s an answer. Experienced financial advisors know about these problems and can act to keep you from committing these financial “sins.” Winning at investing is less important than avoiding mistakes resulting in financial loss. Use an advisor and let those other people make the mistakes.
My recommendation is that you give your funds to a portfolio manager, nowadays called wealth managers. Your own emotions and money just don’t mix.
http://www.prospectmatch10.com
Monday, July 11, 2011
ProspectMatch Launches A New Facebook Page
Prospectmatch has launched a facebook page to keep everybody informed about the Prospectmatch system.
http://www.facebook.com/prospectmatch
http://www.facebook.com/prospectmatch
Friday, July 8, 2011
Monday, July 4, 2011
Prospect Match Exclusive Annuity Leads
“I already produce 8 million per year, and the ProspectMatch program will permit me to write an additional 3-5 million a year in annuity premium and gain new business. What is most important about ProspectMatch
to me is that each lead is exclusive. I just started working
the annuity leads and have written over $500,000 in premium.” —Jim
K. St. Louis, MO
If you use any type of lead system, insist that the annuity leads (or
other insurance or investment leads) are exclusive or use another source.
It makes no sense to pay and hunt prospects to be in competition
with other agents. Jim is a sizable annuity producer, already writing
$8 million in annuity premium and knows that the exclusive annuity
leads from ProspectMatch will allow him to get a substantial increase in business.
Jim also understands the value of allowing prospects to qualify themselves.
The ProspectMatch leads don’t receive an email or any type of solicitation.
These prospects did a search on the Internet, of their own interest, seeking
information and answers about annuities or tax savings.
You cannot get a better prospect than one who has demonstrated their own initiative.
http://www.prospectmatch1.com
to me is that each lead is exclusive. I just started working
the annuity leads and have written over $500,000 in premium.” —Jim
K. St. Louis, MO
If you use any type of lead system, insist that the annuity leads (or
other insurance or investment leads) are exclusive or use another source.
It makes no sense to pay and hunt prospects to be in competition
with other agents. Jim is a sizable annuity producer, already writing
$8 million in annuity premium and knows that the exclusive annuity
leads from ProspectMatch will allow him to get a substantial increase in business.
Jim also understands the value of allowing prospects to qualify themselves.
The ProspectMatch leads don’t receive an email or any type of solicitation.
These prospects did a search on the Internet, of their own interest, seeking
information and answers about annuities or tax savings.
You cannot get a better prospect than one who has demonstrated their own initiative.
http://www.prospectmatch1.com
ProspectMatch Annuity Leads and Prospects Review
ProspectMatch Annuity Leads and Prospects
"I already write over $7 million a year and am always looking for effective lead programs. When I found ProspectMatch I was obviously skeptical at first. However, after using the system for only three months, I've gotten over 465 leads and have written $2.46 million since 1/9/08, and this includes one case for $1.65 million! And the most important thing about ProspectMatch is that they GUARANTEE the exclusivity of these leads. If you meticulously follow the training that ProspectMatch has outlined on their website, I guarantee you it will work." —Vince L., JD - Denver, CO
When it comes to any type of marketing system or program, skepticism is reasonable as many do not work. Vince was hesitant regarding the ProspectMatch™ lead system and justifiably so. However, given the minor financial commitment, he calculated that if he could just get a few quality annuity leads, he would noticeably enhance his income. There are agents and advisors that allow skepticism to stop them from growing their business. Because they have tried different marketing systems in the past that did not yield results, these professionals assume that nothing works. So their skepticism determines their business success, or lack thereof, and one opportunity after the other passes them by.
Do the math on Vince's $2.4 million in annuity sales at 8% commission. He generated $192,000 by not allowing his skepticism to run his business. Is your cynicism costing you a huge opportunity to gain clients and income? Do you think, "since other methods have not worked, ProspectMatch cannot work? "
See and hear what other agents and advisors found when they tried ProspectMatch.
For details on gaining clients call 866-952-4065
http://www.prospectmatch1.com
"I already write over $7 million a year and am always looking for effective lead programs. When I found ProspectMatch I was obviously skeptical at first. However, after using the system for only three months, I've gotten over 465 leads and have written $2.46 million since 1/9/08, and this includes one case for $1.65 million! And the most important thing about ProspectMatch is that they GUARANTEE the exclusivity of these leads. If you meticulously follow the training that ProspectMatch has outlined on their website, I guarantee you it will work." —Vince L., JD - Denver, CO
When it comes to any type of marketing system or program, skepticism is reasonable as many do not work. Vince was hesitant regarding the ProspectMatch™ lead system and justifiably so. However, given the minor financial commitment, he calculated that if he could just get a few quality annuity leads, he would noticeably enhance his income. There are agents and advisors that allow skepticism to stop them from growing their business. Because they have tried different marketing systems in the past that did not yield results, these professionals assume that nothing works. So their skepticism determines their business success, or lack thereof, and one opportunity after the other passes them by.
Do the math on Vince's $2.4 million in annuity sales at 8% commission. He generated $192,000 by not allowing his skepticism to run his business. Is your cynicism costing you a huge opportunity to gain clients and income? Do you think, "since other methods have not worked, ProspectMatch cannot work? "
See and hear what other agents and advisors found when they tried ProspectMatch.
For details on gaining clients call 866-952-4065
http://www.prospectmatch1.com
Friday, July 1, 2011
Prospect Match Financial Advsior Enewsletter
Producing a Great Financial Advisor or Insurance Enewsletter
One of the best new technologies to come out of the Internet revolution was the advent of email, and one of the best ways you can use email to enhance your financial services marketing plan is to distribute a regular e-newsletter. Best of all, an enewsletter is free to send! By sending the enewsletter every 30 days, you will do more business from existing clients as well as convert prospects to buyers.
While it is common for financial advisors to send out a regular print newsletter, few have embraced the concept of an e-newsletter, despite the fact that it can be considerably less expensive to produce and distribute. Just as with any direct mailing you use for your financial advisor marketing plan, you need to create an e-newsletter that will be viewed by its readers as valuable, and not as junk mail. Your e-newsletter must be interesting and its message compelling. When it comes to the content, here are some tips:
1. Pick a single, target market. Don’t try to appeal to all audiences. Seniors will have different interests than someone 20 or 30 years younger. Target your message.
2. The title of your newsletter should identify the market. This should also appear in the subject bar on the email.
3. Headlines need to grab the reader’s attention. Keep them short and catch. For example, “401(k) Rollovers” isn’t as compelling as “10 Reasons to Rollover Your Retirement Plan.”
4. Keep articles short. 300-400 words works best. You can add links “for more information on this topic” that take the reader directly to your website.
5. End each article with an offer for a specific solution, or other encouragement to take immediate action. For example, offer them a free booklet on the subject, or a free quote, etc.
When it comes to the actual content of your newsletter, you have a number of choices. You can write your own content, or pay a writer for original articles. Your wholesalers may have articles that you can redistribute. You may be able to reuse the content you license for your standard, hard copy newsletter. Regardless of where you get the content, you will get the best responses from articles that create an emotional reaction in the reader, and encourage them to take immediate action.
Once you have addressed your content needs, you need to address the technical issues of distributing your financial advisor e-newsletter. The right software addresses these needs. Before you can select the software, you need to answer a few questions.
One of the first questions you must answer is whether to distribute in HTML or text only. HTML allows you to create an esthetically attractive product, and to create columns, add pictures and other graphics, and offers more flexibility with fonts, the formatting of fonts and paragraphs.
Text only is just that. Formatting is limited and graphics aren’t possible. One reason to offer a text-only product is because it’s universally accepted.
Fortunately most people can read an HTML email; but HTML email carries more risk of virus infection, so some users don’t accept it. It is best to offer both. It’s more work to produce two versions, but it eliminates the problem of reaching those clients that can’t or won’t accept HTML email.
If you wish to produce an HTML newsletter, you will also need an HTML editor, and a website where you can store the image files that you include. The images don’t store with the email, rather their location is stored, and a reference code will locate, and then display the image.
The cost of a software program to distribute your financial advisor enewsletter can vary from $40 to several hundred dollars. Knowing what features you want will help you select the right product. If you plan to produce a simple text only newsletter, most common contact managers have that capability. A few may offer add-on programs to manage HTML. You can also pay a small fee to icontact or constant contact, online enewsletter distribution services.
A stand-alone product will have features specifically designed for email. The better email distribution programs will offer you the ability to produce both an HTML and a text version simultaneously, and will auto-detect which format to deliver to each client. You should be able to import your distribution list from your existing contact manager. If you want your e-newsletter to be personalized, then you also want the program you choose to offer an email merge.
If after reading this, you like the idea, but either don’t have the time or interest in pulling it together yourself, you still can use this powerful marketing tool by either contracting out the work to writers and programmers, or by purchasing one of the financial advisor e-newsletters that are available for you to license. A purchased e-newsletter can offer an additional advantage; FINRA reviewed articles.
In any case, whether you do it yourself, or buy one, distributing a financial advisor e-newsletter should prove to be a valuable addition to your marketing plan, and will help bring your practice into the 21st century.
See a sample of the Prospect Match financial advisor enewsletter here.
http://www.prospect-match.net
One of the best new technologies to come out of the Internet revolution was the advent of email, and one of the best ways you can use email to enhance your financial services marketing plan is to distribute a regular e-newsletter. Best of all, an enewsletter is free to send! By sending the enewsletter every 30 days, you will do more business from existing clients as well as convert prospects to buyers.
While it is common for financial advisors to send out a regular print newsletter, few have embraced the concept of an e-newsletter, despite the fact that it can be considerably less expensive to produce and distribute. Just as with any direct mailing you use for your financial advisor marketing plan, you need to create an e-newsletter that will be viewed by its readers as valuable, and not as junk mail. Your e-newsletter must be interesting and its message compelling. When it comes to the content, here are some tips:
1. Pick a single, target market. Don’t try to appeal to all audiences. Seniors will have different interests than someone 20 or 30 years younger. Target your message.
2. The title of your newsletter should identify the market. This should also appear in the subject bar on the email.
3. Headlines need to grab the reader’s attention. Keep them short and catch. For example, “401(k) Rollovers” isn’t as compelling as “10 Reasons to Rollover Your Retirement Plan.”
4. Keep articles short. 300-400 words works best. You can add links “for more information on this topic” that take the reader directly to your website.
5. End each article with an offer for a specific solution, or other encouragement to take immediate action. For example, offer them a free booklet on the subject, or a free quote, etc.
When it comes to the actual content of your newsletter, you have a number of choices. You can write your own content, or pay a writer for original articles. Your wholesalers may have articles that you can redistribute. You may be able to reuse the content you license for your standard, hard copy newsletter. Regardless of where you get the content, you will get the best responses from articles that create an emotional reaction in the reader, and encourage them to take immediate action.
Once you have addressed your content needs, you need to address the technical issues of distributing your financial advisor e-newsletter. The right software addresses these needs. Before you can select the software, you need to answer a few questions.
One of the first questions you must answer is whether to distribute in HTML or text only. HTML allows you to create an esthetically attractive product, and to create columns, add pictures and other graphics, and offers more flexibility with fonts, the formatting of fonts and paragraphs.
Text only is just that. Formatting is limited and graphics aren’t possible. One reason to offer a text-only product is because it’s universally accepted.
Fortunately most people can read an HTML email; but HTML email carries more risk of virus infection, so some users don’t accept it. It is best to offer both. It’s more work to produce two versions, but it eliminates the problem of reaching those clients that can’t or won’t accept HTML email.
If you wish to produce an HTML newsletter, you will also need an HTML editor, and a website where you can store the image files that you include. The images don’t store with the email, rather their location is stored, and a reference code will locate, and then display the image.
The cost of a software program to distribute your financial advisor enewsletter can vary from $40 to several hundred dollars. Knowing what features you want will help you select the right product. If you plan to produce a simple text only newsletter, most common contact managers have that capability. A few may offer add-on programs to manage HTML. You can also pay a small fee to icontact or constant contact, online enewsletter distribution services.
A stand-alone product will have features specifically designed for email. The better email distribution programs will offer you the ability to produce both an HTML and a text version simultaneously, and will auto-detect which format to deliver to each client. You should be able to import your distribution list from your existing contact manager. If you want your e-newsletter to be personalized, then you also want the program you choose to offer an email merge.
If after reading this, you like the idea, but either don’t have the time or interest in pulling it together yourself, you still can use this powerful marketing tool by either contracting out the work to writers and programmers, or by purchasing one of the financial advisor e-newsletters that are available for you to license. A purchased e-newsletter can offer an additional advantage; FINRA reviewed articles.
In any case, whether you do it yourself, or buy one, distributing a financial advisor e-newsletter should prove to be a valuable addition to your marketing plan, and will help bring your practice into the 21st century.
See a sample of the Prospect Match financial advisor enewsletter here.
http://www.prospect-match.net
Tuesday, June 28, 2011
Monday, June 27, 2011
Friday, June 24, 2011
Prospect Match Advisor Center
To maximize your results with the Prospect Match System, join the consulting calls held every week.
When: Tuesday and Thursday, 9 am Pacific (10 am Mountain, 11 am Central, 12 noon Eastern)
When: Tuesday and Thursday, 9 am Pacific (10 am Mountain, 11 am Central, 12 noon Eastern)
| Tuesday, 6/28, 9am PST | https://www1.gotomeeting.com/register/319934601 |
| Thursday, 6/30, 9am PST | https://www1.gotomeeting.com/register/310703569 |
Wednesday, June 22, 2011
Prospect Match Select Your Prospect Types
Select the type of prospects that fit the types of clients you desire. We will provide you with the materials they request as long as you have an active ProspectMatch account. These materials are supplied at no additional charge.
You must select a minimum of two prospect types, including at least one generic prospect type "Retirees" or "Pre-retirees" to proceed. Your generic prospect type(s) cannot be changed once you register your account, so please choose these carefully, and make the selection that best fits your marketing plan.
- These prospects are planning their retirement and are candidates for investment services such as money management, mutual funds, rollover assistance as well as insurance products like annuities and long-term care. They request the booklet titled "Retire Smart: A Simple Guide to a Comfortable Retirement."
- These prospects are already retired and seek to generate income and preserve their assets. They are perfect candidates for money management/investment services, annuities, estate planning, and long-term care. They request the booklet titled "How to Prosper and Thrive in Retirement."
- These mature investors want to cut their taxes and seek solutions to do so, and have requested the booklet "Six Strategies to Reduce Taxes", which explains the benefits of annuities in reducing taxes.
- Prospects are typically on the cusp of retirement (or changing jobs), are concerned about rollover issues, and have "money in motion." They request the booklet titled "Six Best and Worst IRA Rollover Decisions."
- These are mature people who either have life insurance they think they don't need, or people who think they need life insurance that they don't have. They request the booklet titled "The Best Way to Buy, Sell, or Replace Your Life Insurance."
- These prospects are thinking about getting a long-term care policy or have questions they need answered. They request the booklet titled "Avoid Mistakes in Buying LTC Insurance."
- Typically these respondents are mutual fund owners looking for general investment advice, or a better return on existing accounts. These people are prospects for managed accounts, mutual funds, and ETFs. They request the booklet titled "Understanding Mutual Funds."
- These folks typically seek banks that pay higher interest and also buy immediate annuities, bonds, bond funds, and securities that provide income. They request the booklet titled "CD Shoppers' Guide."
- These mature investors respond to our ads for a "Computerized Retirement Analysis" of their personal finances, reporting current investment status, and future projections. For this type of prospect, you need to provide a mini-computerized retirement plan.
Monday, June 20, 2011
Prospect Match How the Prospect Matching System Works
Prospect Match is designed around you, the financial professional, to help you grow your business. It is a completely automated system, accessible 24 hours day, 7 days a week via the Internet. This allows you to easily manage your account at any time, just like your online banking institutions or email accounts.
Registration. Register online by selecting your prospect types and geographical area (zip codes). Once registered, you can access your matched prospect information through your Prospect Match Advisor Center. This is where all account information is available, including your prospect information, account settings, billing statements, booklets, and training resources.
Orientation. After account activation, you attend an Orientation Call (offered daily at 10am PST) to learn how to manage your account settings and prospect volume. You want to attend this call as soon as possible. This is not a “set it and forget it” system; it is a real-time continuous service and requires your active involvement, just like your bank account or other online service. You may need to adjust your initial settings (radius) until you "dial-in" the settings that produce the results you desire.
How our Marketing works. Once you register and your completed agreement is accepted, your account is activated and our marketing efforts in your local area begin. We registered your zip codes with our advertisers, and from that point it takes from one to seven days for your advertisements to start rotation. It is important to note that the marketing is not a gradual process; it is either on or off. For this reason, it is very important that you stay actively involved with your account and check your account DAILY to ensure your prospect flow meets your needs.
Consulting Calls. Once activated, you'll have access to the ProspectMatch Advisor Center and our twice-weekly consulting calls. You must attend at least one consulting call to be eligible for our guarantee. You are able to ask questions and get answers from our highly skilled, in-house ProspectMatch consultant. Even if you have been in business for 20 years, you will learn new ways to follow up on your prospects from this call. We encourage you to trade ideas, tips, and hints with other advisors to best approach prospects and use the system and materials to your full advantage. Click here to see comments from advisors who have attended one or more calls and have had great success with the system.
Account Management. Once activated, you'll have access to the Prospect Match Advisor Center 24/7. Here, you can edit your radius (travel distance) at any time to control you prospect flow. You can ADD additional prospect types at any time, and remove prospect types on the 1st of every month if you desire. You'll also find complete instructions on how to follow up on your prospects for optimal results. You may cancel anytime after your first 15 prospect matches.
How You Get the Prospect Information. All prospects are delivered directly into your Advisor Center. We also send out courtesy email notifications as a reminder; however, since email is often unreliable, we recommend you check the Advisor Center DAILY for new postings.
Exclusive Prospects. Each prospect type is assigned to ONLY ONE advisor, based on the zip codes selected during registration. It's first come, first served.
Investment. There is a one time, non-refundable investment of $149 to start your advertising campaign. Each prospect match is $18 (bulk discounts are available).
Please review the site thoroughly and call with any questions:
866-952-4065 (office hours 6am-4pm Pacific but leave a message for a call back anytime).
http://www,prospect-match.com/
Registration. Register online by selecting your prospect types and geographical area (zip codes). Once registered, you can access your matched prospect information through your Prospect Match Advisor Center. This is where all account information is available, including your prospect information, account settings, billing statements, booklets, and training resources.
Orientation. After account activation, you attend an Orientation Call (offered daily at 10am PST) to learn how to manage your account settings and prospect volume. You want to attend this call as soon as possible. This is not a “set it and forget it” system; it is a real-time continuous service and requires your active involvement, just like your bank account or other online service. You may need to adjust your initial settings (radius) until you "dial-in" the settings that produce the results you desire.
How our Marketing works. Once you register and your completed agreement is accepted, your account is activated and our marketing efforts in your local area begin. We registered your zip codes with our advertisers, and from that point it takes from one to seven days for your advertisements to start rotation. It is important to note that the marketing is not a gradual process; it is either on or off. For this reason, it is very important that you stay actively involved with your account and check your account DAILY to ensure your prospect flow meets your needs.
How we gather prospects for you.
- Natural Search Mature investors searching for financial information on Google, Yahoo, or MSN find one of our many informational sites, and respond to advertisements for free informational booklets directly from the site. They fill out a form with their personal information, we get that information to you, and you fulfill the request.
- Pay-Per-Click Seniors and pre-retirees respond to our Internet advertising on Google, Yahoo, or MSN for free, senior-specific educational information (booklets). They fill out a form with their personal information, we get that information to you, and you fulfill the request.
- Co-registration / Banner Advertising Our partner publishers run ads on hundreds of web sites daily (CBS Marketwatch, NYtimes, Orbitz, etc.), and in the course of registration or response to offers for products or services, the mature investor opts-in to receive free financial information. We match this prospect to you, and you fulfill the request.
Consulting Calls. Once activated, you'll have access to the ProspectMatch Advisor Center and our twice-weekly consulting calls. You must attend at least one consulting call to be eligible for our guarantee. You are able to ask questions and get answers from our highly skilled, in-house ProspectMatch consultant. Even if you have been in business for 20 years, you will learn new ways to follow up on your prospects from this call. We encourage you to trade ideas, tips, and hints with other advisors to best approach prospects and use the system and materials to your full advantage. Click here to see comments from advisors who have attended one or more calls and have had great success with the system.
Account Management. Once activated, you'll have access to the Prospect Match Advisor Center 24/7. Here, you can edit your radius (travel distance) at any time to control you prospect flow. You can ADD additional prospect types at any time, and remove prospect types on the 1st of every month if you desire. You'll also find complete instructions on how to follow up on your prospects for optimal results. You may cancel anytime after your first 15 prospect matches.
How You Get the Prospect Information. All prospects are delivered directly into your Advisor Center. We also send out courtesy email notifications as a reminder; however, since email is often unreliable, we recommend you check the Advisor Center DAILY for new postings.
Exclusive Prospects. Each prospect type is assigned to ONLY ONE advisor, based on the zip codes selected during registration. It's first come, first served.
Prospect Types. On the menu to the left, you can see the available prospect types. You select these when you register for the service. You must select at least one "generic" prospect type (Pre-Retirees or Retirees) on registration, which remains selected for the term of your account.
Item Fulfillment. After receipt of the prospect, you mail the requested item (or your own material if you prefer). It's critical to send the item BEFORE you call so the prospect knows who you are and are perceived as an expert, not simply a salesperson. You can also elect to have material emailed directly to the prospect as soon as you get a request, but you'll want to follow up with a physical response to get the best results.Investment. There is a one time, non-refundable investment of $149 to start your advertising campaign. Each prospect match is $18 (bulk discounts are available).
Please review the site thoroughly and call with any questions:
866-952-4065 (office hours 6am-4pm Pacific but leave a message for a call back anytime).
http://www,prospect-match.com/
Thursday, June 16, 2011
Prospect Match About Internet Prospects and Financial Leads
Would you like wealthy pro-active investors and insurance buyers to contact you? There are 32 million people age 65+ that control more than half of the wealth in the US. Of those mature investors and insurance buyers, millions regularly use the Internet and research shows that these 4 million Internet-saavy seniors are the most educated and affluent seniors in the US. And they leave their wealth to their 45-year-old children so we target our ads to people age 45+.
| How are these prospects different? What most companies call financial "leads" are simply names. You waste tons of your precious time calling 300 people to find the two that have interest. If these people did have interest at one time (maybe they filled out a survey at a county fair), the leads are several weeks old. This type of lead system is the typical time-wasting "high volume, low quality." Because your time is the most precious asset you have, we provide you leads that are from people who complete a request for financial information on the Internet. You may only get three leads a week but you will get them within minutes of the senior completing the Internet form. Statistics show that people using the Internet are better educated and wealthier than those who do not (poor seniors can't afford a computer or Internet service). We call this lead service "low volume, high quality." |
In an age of "Do Not Call Lists" and other restrictions, wouldn't it be great to have affluent seniors or their heirs contact you?
http://www.prospect-match.net/
Monday, June 13, 2011
Prospect Match Retiree Prospects ProspectMatch
These people responded to the ad for the booklet "How to Prosper and Thrive in Retirement (Click Here to see the retiree prospect ad.) These prospects are already retired and seek to generate income and preserve their assets. They are perfect candidates for money management/investment services, annuities, estate planning, and long-term care.
All you do is send the booklet and then follow up with the prospect by phone per the instructions we provide you.
Because these prospects will have already received your booklet on retiree issues, you will find the call warm. You will be treated as a retirement expert and not as a salesperson when you follow our instructions that we provide when you register for the ProspectMatch service.
Saturday, June 11, 2011
Prospect Match FAQS
 What if I can't use any of your booklets? Mature investors will see an advertisement that offers one or more booklets of the several that we offer. You need to be prepared to send what they request. However, if your firm insists you use their materials, then do it. Here's your second option: Once you become a ProspectMatch client, you have access to the source files of our booklets enabling you to modify the booklet any way your firm desires. Using our follow-up scripts, you can convert these prospects to clients no matter if you use your materials or our materials. Can I email them a booklet? Yes, we have an electronic version available in the Advisor Center. However, the physical booklet customized with your picture and information makes a much better impression than email. We still live in an era where something physical, something in print, gets more credibility than something that arrives via email. When the prospect receives the physical booklet with your name, photo, and credentials on the front cover, it has impact. It positions you as an expert. I have my own literature or booklets. Can I send that instead of your booklet? Yes. How many prospects will I get?There is no way to tell in advance but you have control. The size of the radius you select and the density of population in your area determine the number of prospects you receive. You will get more prospects in New York City than you will in Iowa. You pay only for the prospects you receive. What if I get too many prospects?You can adjust your radius and or prospect types to control the number of prospects you receive. You can make that adjustment as often as you desire. Have the booklets been FINRA reviewed? As of 10-10-09, 5 of the booklets have FINRA Review letters. These are provided to you when you register. If you would like to get the other booklets FINRA reviewed, you are free to do so through your broker dealer and we will pay the FINRA review fee. My broker/dealer does not let me send email. Can I still use your program?The booklets get sent by US mail. How do I get the prospects?They come to you via email as a convenience but do not rely on email as email is fallible. We store all of your prospect contact information for in an on-line account and we urge you to check your account (log into your Advisor Center) at least every other day, as email is inherently unreliable and we don't want you to miss any prospects. Can I download the prospects so I can easily import them into my database or contact manager?Yes. The system allows you to download your prospects in a format that is readable by most database, spreadsheet and contact management software. There are prospects already waiting in my zip codes. How are these handled?When you first begin the matching service, the prospects you receive on signup have been waiting for materials 7 days or less. Thereafter, we post your prospects directly to your online account (and you get a courtesy email notification), often within 3 minutes of the prospect submitting their request. Any prospect that we can't match to an advisor within 7 days is automatically removed from our system. Do you guarantee the quality of your prospects?While we do not have details about net worth, investment motivation, or age of each prospect, we advertise to secure mature prospects that most advisors would find to be desirable investors and insurance buyers. ProspectMatch guarantees that every prospect will have a valid name, working phone number, and deliverable postal address or we will give credit by providing another prospect match. You acknowledge that some prospects will be more desirable than others and some will be more motivated than others. ProspectMatch CANNOT guarantee that the prospects provided will result in sales, new clients, or any other desired outcome. What about duplicate prospects? If a prospect signs up for the same booklet three times, do I get charged three times?If the same person enters the same information more than once in a 6 month period, you will not be charged again for the same prospect. What if I am dissatisfied with the service? Can I get my money back?You pay only for the prospects you receive. You may cancel the service at any time after you receive 15 prospects, but any prospects you have already received are not refundable. If you cancel, you will be charged for any prospects received but not billed up until the point you cancel. The $149 signup is not refundable. I don't have a computer or I'm not comfortable dealing with the prospects in email or downloading them. Can you just send me the prospects on labels?Sorry, no. This service is all web-based and probably isn't for you. Aren't mature people on the Internet just looking for coupons?Mature consumers (age 65+) comprise 13% of the US population but only 4% of the Internet population. Meaning—the poor seniors who cannot afford a computer or Internet connection or mentally slow seniors are NOT on the Internet. Those seniors on the Internet are the cream—they are wealthier and better educated. While 47% of all seniors are married, a whopping 74% of Internet-using seniors are married. Meaning—they probably had two incomes during their working years and have higher savings and net worth. They have two pensions and two IRAs. They buy two LTC policies. They potentially get two inheritances from their parents. Married people create more business for a financial advisor. How do I receive credit for a bad prospect? To obtain a replacement prospect, you must notify us within 30 days of receiving a prospect that does not meet our guarantee. You must use the online credit request system to make your credit requests. Why are there are no prospects showing in my zip codes?Here's how this works. We run thousands of advertisements on the Internet daily, but only in zip codes where we have an advisor registered for prospects. We refresh our zip code advertising list every 10 days-and we ONLY advertise in zip codes where we have advisors registered for prospects. So if you see no prospects, then there are no advisors yet registered for these zip codes. It can take up to 2 weeks before you start seeing prospects come into your account. The sooner you register, the sooner we can start advertising in your local area. Why do I get prospects outside of my radius? Note that if you selected a zip code and ANY PART of that zip code is within your radius, you will receive prospects from that ENTIRE ZIP CODE, even if beyond your radius. Your system initially showed 18 prospects in my selected zip codes, but when I registered I only got 8 prospects. How come? Some prospects select more than one booklet, so these all show up on the initial search page. If Mrs. Smith requested the Annuity booklet AND Life Insurance booklet, she shows up as two prospects on the initial search page. Once you get to the registration page, Mrs. Smith appears as a single prospect, so you are only billed once for Mrs. Smith. Any prospect who has requested more than one booklet type are "reduced" down to one prospect before they are assigned to your account. |
Friday, June 10, 2011
Prospect Match Annuity Prospects
These people responded to the ad for the booklet "Six Strategies to Help Retirees Reduce Taxes." (Click to see the Prospect Match annuity ad) These folks want to cut their taxes, and the booklet contains six solutions using annuities. The solutions are presented in such a way as not to appear to be a product pitch, but rather, strategic ways to cut taxes that their CPA surely never explained.
Now all you do is send the booklet to these motivated annuity leads, and then follow up with the prospect by phone per the instructions and training that we provide you.
Because these prospects will have already received your booklet, you will find the call a warm call. You will be treated as an expert and not as a salesperson when you follow our instructions that we provide when you register for the annuity leads.
Thursday, June 9, 2011
Prospect Match Pre-Retiree Prospects
These people responded to the ad for the booklet "Retire SMART: A Simple Guide to a Comfortable Retirement" (Click Here to see the retirement planning ad.) Obviously, these are people who are thinking about their retirement and how to best do retirement planning. They are already motivated as they requested the booklet. They are often candidates for a variety of fixed income opportunities, investment management, LTC insurance, etc.
All you do is send the booklet and then follow up with the prospect by phone per the instructions we provide you.
Because these prospects will have already received your booklet on retirement planning, you will find the call a warm call. You will be treated as a retirement planning expert and not as a salesperson when you follow our instructions that we provide when you register for the ProspectMatch service.
Wednesday, June 8, 2011
Prospect Match Questions and Answers ProspectMatch
What if I can't use any of your booklets?
Mature investors will see an advertisement that offers one or more booklets of the several that we offer. You need to be prepared to send what they request. However, if your firm insists you use their materials, then do it. Here's your second option: Once you become a ProspectMatch client, you have access to the source files of our booklets enabling you to modify the booklet any way your firm desires. Using our follow-up scripts, you can convert these prospects to clients no matter if you use your materials or our materials.
Can I email them a booklet?
Yes, we have an electronic version available in the Advisor Center. However, the physical booklet customized with your picture and information makes a much better impression than email. We still live in an era where something physical, something in print, gets more credibility than something that arrives via email. When the prospect receives the physical booklet with your name, photo, and credentials on the front cover, it has impact. It positions you as an expert.
I have my own literature or booklets. Can I send that instead of your booklet?
Yes.
How many prospects will I get?There is no way to tell in advance but you have control. The size of the radius you select and the density of population in your area determine the number of prospects you receive. You will get more prospects in New York City than you will in Iowa. You pay only for the prospects you receive.
What if I get too many prospects?You can adjust your radius and or prospect types to control the number of prospects you receive. You can make that adjustment as often as you desire.
Have the booklets been FINRA reviewed?
As of 10-10-09, 5 of the booklets have FINRA Review letters. These are provided to you when you register. If you would like to get the other booklets FINRA reviewed, you are free to do so through your broker dealer and we will pay the FINRA review fee.
My broker/dealer does not let me send email. Can I still use your program?The booklets get sent by US mail.
How do I get the prospects?They come to you via email as a convenience but do not rely on email as email is fallible. We store all of your prospect contact information for in an on-line account and we urge you to check your account (log into your Advisor Center) at least every other day, as email is inherently unreliable and we don't want you to miss any prospects.
Can I download the prospects so I can easily import them into my database or contact manager?Yes. The system allows you to download your prospects in a format that is readable by most database, spreadsheet and contact management software.
There are prospects already waiting in my zip codes. How are these handled?When you first begin the matching service, the prospects you receive on signup have been waiting for materials 7 days or less. Thereafter, we post your prospects directly to your online account (and you get a courtesy email notification), often within 3 minutes of the prospect submitting their request. Any prospect that we can't match to an advisor within 7 days is automatically removed from our system.
Do you guarantee the quality of your prospects?While we do not have details about net worth, investment motivation, or age of each prospect, we advertise to secure mature prospects that most advisors would find to be desirable investors and insurance buyers. ProspectMatch guarantees that every prospect will have a valid name, working phone number, and deliverable postal address or we will give credit by providing another prospect match. You acknowledge that some prospects will be more desirable than others and some will be more motivated than others. ProspectMatch CANNOT guarantee that the prospects provided will result in sales, new clients, or any other desired outcome.
What about duplicate prospects? If a prospect signs up for the same booklet three times, do I get charged three times?If the same person enters the same information more than once in a 6 month period, you will not be charged again for the same prospect.
What if I am dissatisfied with the service? Can I get my money back?You pay only for the prospects you receive. You may cancel the service at any time after you receive 15 prospects, but any prospects you have already received are not refundable. If you cancel, you will be charged for any prospects received but not billed up until the point you cancel. The $149 signup is not refundable.
I don't have a computer or I'm not comfortable dealing with the prospects in email or downloading them. Can you just send me the prospects on labels?Sorry, no. This service is all web-based and probably isn't for you.
Aren't mature people on the Internet just looking for coupons?Mature consumers (age 65+) comprise 13% of the US population but only 4% of the Internet population. Meaning—the poor seniors who cannot afford a computer or Internet connection or mentally slow seniors are NOT on the Internet. Those seniors on the Internet are the cream—they are wealthier and better educated.
While 47% of all seniors are married, a whopping 74% of Internet-using seniors are married. Meaning—they probably had two incomes during their working years and have higher savings and net worth. They have two pensions and two IRAs. They buy two LTC policies. They potentially get two inheritances from their parents. Married people create more business for a financial advisor.
How do I receive credit for a bad prospect?
To obtain a replacement prospect, you must notify us within 30 days of receiving a prospect that does not meet our guarantee. You must use the online credit request system to make your credit requests.
Why are there are no prospects showing in my zip codes?Here's how this works. We run thousands of advertisements on the Internet daily, but only in zip codes where we have an advisor registered for prospects. We refresh our zip code advertising list every 10 days-and we ONLY advertise in zip codes where we have advisors registered for prospects. So if you see no prospects, then there are no advisors yet registered for these zip codes. It can take up to 2 weeks before you start seeing prospects come into your account. The sooner you register, the sooner we can start advertising in your local area.
Why do I get prospects outside of my radius?
Note that if you selected a zip code and ANY PART of that zip code is within your radius, you will receive prospects from that ENTIRE ZIP CODE, even if beyond your radius.
Your system initially showed 18 prospects in my selected zip codes, but when I registered I only got 8 prospects. How come?
Some prospects select more than one booklet, so these all show up on the initial search page. If Mrs. Smith requested the Annuity booklet AND Life Insurance booklet, she shows up as two prospects on the initial search page. Once you get to the registration page, Mrs. Smith appears as a single prospect, so you are only billed once for Mrs. Smith. Any prospect who has requested more than one booklet type are "reduced" down to one prospect before they are assigned to your account.
http://www.prospect-match.net/
Mature investors will see an advertisement that offers one or more booklets of the several that we offer. You need to be prepared to send what they request. However, if your firm insists you use their materials, then do it. Here's your second option: Once you become a ProspectMatch client, you have access to the source files of our booklets enabling you to modify the booklet any way your firm desires. Using our follow-up scripts, you can convert these prospects to clients no matter if you use your materials or our materials.
Can I email them a booklet?
Yes, we have an electronic version available in the Advisor Center. However, the physical booklet customized with your picture and information makes a much better impression than email. We still live in an era where something physical, something in print, gets more credibility than something that arrives via email. When the prospect receives the physical booklet with your name, photo, and credentials on the front cover, it has impact. It positions you as an expert.
I have my own literature or booklets. Can I send that instead of your booklet?
Yes.
How many prospects will I get?There is no way to tell in advance but you have control. The size of the radius you select and the density of population in your area determine the number of prospects you receive. You will get more prospects in New York City than you will in Iowa. You pay only for the prospects you receive.
What if I get too many prospects?You can adjust your radius and or prospect types to control the number of prospects you receive. You can make that adjustment as often as you desire.
Have the booklets been FINRA reviewed?
As of 10-10-09, 5 of the booklets have FINRA Review letters. These are provided to you when you register. If you would like to get the other booklets FINRA reviewed, you are free to do so through your broker dealer and we will pay the FINRA review fee.
My broker/dealer does not let me send email. Can I still use your program?The booklets get sent by US mail.
How do I get the prospects?They come to you via email as a convenience but do not rely on email as email is fallible. We store all of your prospect contact information for in an on-line account and we urge you to check your account (log into your Advisor Center) at least every other day, as email is inherently unreliable and we don't want you to miss any prospects.
Can I download the prospects so I can easily import them into my database or contact manager?Yes. The system allows you to download your prospects in a format that is readable by most database, spreadsheet and contact management software.
There are prospects already waiting in my zip codes. How are these handled?When you first begin the matching service, the prospects you receive on signup have been waiting for materials 7 days or less. Thereafter, we post your prospects directly to your online account (and you get a courtesy email notification), often within 3 minutes of the prospect submitting their request. Any prospect that we can't match to an advisor within 7 days is automatically removed from our system.
Do you guarantee the quality of your prospects?While we do not have details about net worth, investment motivation, or age of each prospect, we advertise to secure mature prospects that most advisors would find to be desirable investors and insurance buyers. ProspectMatch guarantees that every prospect will have a valid name, working phone number, and deliverable postal address or we will give credit by providing another prospect match. You acknowledge that some prospects will be more desirable than others and some will be more motivated than others. ProspectMatch CANNOT guarantee that the prospects provided will result in sales, new clients, or any other desired outcome.
What about duplicate prospects? If a prospect signs up for the same booklet three times, do I get charged three times?If the same person enters the same information more than once in a 6 month period, you will not be charged again for the same prospect.
What if I am dissatisfied with the service? Can I get my money back?You pay only for the prospects you receive. You may cancel the service at any time after you receive 15 prospects, but any prospects you have already received are not refundable. If you cancel, you will be charged for any prospects received but not billed up until the point you cancel. The $149 signup is not refundable.
I don't have a computer or I'm not comfortable dealing with the prospects in email or downloading them. Can you just send me the prospects on labels?Sorry, no. This service is all web-based and probably isn't for you.
Aren't mature people on the Internet just looking for coupons?Mature consumers (age 65+) comprise 13% of the US population but only 4% of the Internet population. Meaning—the poor seniors who cannot afford a computer or Internet connection or mentally slow seniors are NOT on the Internet. Those seniors on the Internet are the cream—they are wealthier and better educated.
While 47% of all seniors are married, a whopping 74% of Internet-using seniors are married. Meaning—they probably had two incomes during their working years and have higher savings and net worth. They have two pensions and two IRAs. They buy two LTC policies. They potentially get two inheritances from their parents. Married people create more business for a financial advisor.
How do I receive credit for a bad prospect?
To obtain a replacement prospect, you must notify us within 30 days of receiving a prospect that does not meet our guarantee. You must use the online credit request system to make your credit requests.
Why are there are no prospects showing in my zip codes?Here's how this works. We run thousands of advertisements on the Internet daily, but only in zip codes where we have an advisor registered for prospects. We refresh our zip code advertising list every 10 days-and we ONLY advertise in zip codes where we have advisors registered for prospects. So if you see no prospects, then there are no advisors yet registered for these zip codes. It can take up to 2 weeks before you start seeing prospects come into your account. The sooner you register, the sooner we can start advertising in your local area.
Why do I get prospects outside of my radius?
Note that if you selected a zip code and ANY PART of that zip code is within your radius, you will receive prospects from that ENTIRE ZIP CODE, even if beyond your radius.
Your system initially showed 18 prospects in my selected zip codes, but when I registered I only got 8 prospects. How come?
Some prospects select more than one booklet, so these all show up on the initial search page. If Mrs. Smith requested the Annuity booklet AND Life Insurance booklet, she shows up as two prospects on the initial search page. Once you get to the registration page, Mrs. Smith appears as a single prospect, so you are only billed once for Mrs. Smith. Any prospect who has requested more than one booklet type are "reduced" down to one prospect before they are assigned to your account.
http://www.prospect-match.net/
Monday, June 6, 2011
Friday, June 3, 2011
Prospect Match Lead Comparison to other Programs for Insurance Leads and Investment Leads
Too many producers waste their most precious resource—their time. They pursue insurance leads, annuity leads, or investment leads that should not be pursued. This page explains the different types of insurance leads and investment leads, and gives a general lead generation comparison, and then tells you how to minimize your loss of time pursuing leads that won't result in business.
So their backup guarantee is this—if you order 1,000 insurance leads, they will guarantee you earn at least $10,000 in commission as long as you “pursue” the leads. If that guarantee is not fulfilled, they will replace the insurance leads. Think about this—if you call 1,000 people from the phone book, you’ll also earn at least $10,000 in commission! Even though the cost for their leads is low ($1.18 each), you are basically buying names no better than those in the phone book!!! The prospect does not know who you are, they have not expressed any significant interest, and probably filled out the card because they were included in a drawing to win a new car. On top of that, the lead card may be eight weeks old!
These annuity leads are very inexpensive but are also worthless.
Please think through what the lead company is telling you. Ask yourself:
Does the method of lead generation indicate an interested buyer?
Does the method of lead generation indicate a motivated buyer?
Does the method of lead generation indicate a qualified buyer?
Or will you just waste your precious time on the phone calling leads that are nothing other than names. A quality or investment lead insurance lead generation system generates leads that are low volume, high quality. (Some professionals in financial sales are volume oriented--they prefer a LOT of leads--but a LOT just means you waste your time calling a LOT of unqualified, unmotivated people). You don't want a lot of leads that waste your time. You want leads that become buyers. ASK for evidence of that before you buy insurance leads or any type of leads.
Next, don’t be fooled by anyone’s offer of inexpensive or free “leads” as they are worthless. These are actually not “leads.” They are just names and phone numbers and you can get the same value by simply calling into the better neighborhoods in your area and these will be free from the phone book. Or call any list broker and for 10 cents a name or less, buy lists of people that are age 60+ and have net worth of $500,000 or more.
All low end insurance lead generation systems like this are built on one fundamental idea—if you call enough people, you make money. So these high volume lead systems waste your time—hours and hours—while you call unqualified, uninterested people who don’t know who you are. Result—you waste your most precious resource—your time.
The insurance lead generation company guarantees that the lead has $5,000 to invest. I don’t know about you, but most people in financial sales are not interested in a prospect with just $5,000. Your minimum is likely $50,000 or $100,000. If you don't have a minimum investment criteria, you’ll end up in three years with 800 small clients that waste your time, and you’ll be struggling 11 hours a day to make a living. This lead company's additional guarantee is that the leads are at least 40 years of age. This is not much of a guarantee for $110 per lead.
The good thing about these insurance leads: they are Internet leads. In this firm’s case, their insurance leads are guaranteed to be not more than 48 hours old. However, they note that up to 15% of the leads may be bad and they will replace them. Internet insurance leads are always better than any lead generated by a form, or anything handled by mail or physically handled, as it will be weeks old before you receive it. The Internet is instant, so you know the prospect is fresh.
If the lead does not meet the following criteria, the firm will give you a replacement lead:
Here’s the special part—before you contact the lead, you send a an educational, well-written 15-page booklet (we provide) personalized with your name, photo, credentials, contact information, and biography. Because prospects receive the booklet before you call, they are already impressed by your knowledge. You look like a professional, not a salesperson. And this is where all other insurance lead and investment lead systems fall down. Other lead systems have you call the prospect with no "introduction" and you come off as a sales person, and not a professional, and you don’t get the appointment. In addition to providing the booklet—which creates a super favorable first impression—we provide you with an instructional guide, sample audio files and weekly coaching on how to follow up with the leads—so that you set plenty of appointments, along with unlimited access to our weekly consulting calls.
Here's how we think. If we make you successful in converting your insurance leads and investment leads to appointments, you keep hiring us to find you more prospects!
You won’t get a ton of leads to waste your time. You may only get three to five a week, depending on your radius. The leads come to you fast and give you a much higher probability of setting an appointment
Low end insurance leads and investment leads
We found a company that has consumers complete cards (from a county fair or other public venue) and answer these questions:- Do you currently own annuities? (no)
- Would you like to receive information on annuities? (yes)
So their backup guarantee is this—if you order 1,000 insurance leads, they will guarantee you earn at least $10,000 in commission as long as you “pursue” the leads. If that guarantee is not fulfilled, they will replace the insurance leads. Think about this—if you call 1,000 people from the phone book, you’ll also earn at least $10,000 in commission! Even though the cost for their leads is low ($1.18 each), you are basically buying names no better than those in the phone book!!! The prospect does not know who you are, they have not expressed any significant interest, and probably filled out the card because they were included in a drawing to win a new car. On top of that, the lead card may be eight weeks old!
These annuity leads are very inexpensive but are also worthless.
Please think through what the lead company is telling you. Ask yourself:
Does the method of lead generation indicate an interested buyer?
Does the method of lead generation indicate a motivated buyer?
Does the method of lead generation indicate a qualified buyer?
Or will you just waste your precious time on the phone calling leads that are nothing other than names. A quality or investment lead insurance lead generation system generates leads that are low volume, high quality. (Some professionals in financial sales are volume oriented--they prefer a LOT of leads--but a LOT just means you waste your time calling a LOT of unqualified, unmotivated people). You don't want a lot of leads that waste your time. You want leads that become buyers. ASK for evidence of that before you buy insurance leads or any type of leads.
Next, don’t be fooled by anyone’s offer of inexpensive or free “leads” as they are worthless. These are actually not “leads.” They are just names and phone numbers and you can get the same value by simply calling into the better neighborhoods in your area and these will be free from the phone book. Or call any list broker and for 10 cents a name or less, buy lists of people that are age 60+ and have net worth of $500,000 or more.
All low end insurance lead generation systems like this are built on one fundamental idea—if you call enough people, you make money. So these high volume lead systems waste your time—hours and hours—while you call unqualified, uninterested people who don’t know who you are. Result—you waste your most precious resource—your time.
High End Leads
At the opposite end of the insurance lead and investment lead quality continuum is a lead generation company that charges $110 per lead. Yikes!! These leads are generated through forms on the Internet. People encounter a web page that offers a quote for a particular product e.g. annuities, term insurance, or long-term care. People may be as far as 75 miles from you—so the chance they will come to you is zero, which means you may need to drive three hours (there and back) for potentially nothing.The insurance lead generation company guarantees that the lead has $5,000 to invest. I don’t know about you, but most people in financial sales are not interested in a prospect with just $5,000. Your minimum is likely $50,000 or $100,000. If you don't have a minimum investment criteria, you’ll end up in three years with 800 small clients that waste your time, and you’ll be struggling 11 hours a day to make a living. This lead company's additional guarantee is that the leads are at least 40 years of age. This is not much of a guarantee for $110 per lead.
The good thing about these insurance leads: they are Internet leads. In this firm’s case, their insurance leads are guaranteed to be not more than 48 hours old. However, they note that up to 15% of the leads may be bad and they will replace them. Internet insurance leads are always better than any lead generated by a form, or anything handled by mail or physically handled, as it will be weeks old before you receive it. The Internet is instant, so you know the prospect is fresh.
If the lead does not meet the following criteria, the firm will give you a replacement lead:
- Real person
- Real phone number
- Person is age 40+
- Person has at least $5,000 to invest
ProspectMatch™ -the way we do it for $18 per prospect
Our insurance leads and investment leads are also Internet leads and you get them via email within three minutes of the prospect completing the lead form on the Internet. (Because we know that email is inherently unreliable, we also store your leads online, and we urge you to check them at least twice weekly on our server via the internet). You can specify a radius as small as five miles. You will not waste time driving to far away leads, and the people live close enough to come to you—so a meeting becomes far more likely. They live in your neighborhood. You specify the type of leads you desire (annuity leads, life leads, mutual fund leads, long-term care leads, IRA rollover leads, etc).Here’s the special part—before you contact the lead, you send a an educational, well-written 15-page booklet (we provide) personalized with your name, photo, credentials, contact information, and biography. Because prospects receive the booklet before you call, they are already impressed by your knowledge. You look like a professional, not a salesperson. And this is where all other insurance lead and investment lead systems fall down. Other lead systems have you call the prospect with no "introduction" and you come off as a sales person, and not a professional, and you don’t get the appointment. In addition to providing the booklet—which creates a super favorable first impression—we provide you with an instructional guide, sample audio files and weekly coaching on how to follow up with the leads—so that you set plenty of appointments, along with unlimited access to our weekly consulting calls.
Here's how we think. If we make you successful in converting your insurance leads and investment leads to appointments, you keep hiring us to find you more prospects!
You won’t get a ton of leads to waste your time. You may only get three to five a week, depending on your radius. The leads come to you fast and give you a much higher probability of setting an appointment
Tuesday, May 31, 2011
Prospect Match "What Our Clients Say"
| "We have already closed 6 new annuity cases that have generated over $52,000 in commissions for us."Read Full Comment — James, Melville NY |
| "The lead generation program does what it says it does. It has paid for itself; within the first 30 days." Read Full Comment — Wesley, Dallas TX |
| "I already write over $7 million a year and am always looking for effective lead programs..." Read Full Comment — Vince, Denver CO |
| "This lead generation program is like none other...qualified leads show up daily ready to be contacted...with over 15 years in the advisory business this is the best program of its kind I have found."— William W., Charlottesville, VA |
| "ProspectMatch's program is fantastic, and has done wonders for my business..." Read Full Comment — Barney, Fremont, CA |
| "...I have met with 6 qualified prospects of which 3 became clients with investment portfolios of more that $500,000 each." Read Full Comment — Walter, Summit, NJ |
| "I would like to make over $1,000,000 net the next three years and that is my goal...Thus far, I am very pleased with the response I am receiving from the prospects as I never expected it to be this enjoyable. I sincerely hope it continues so that I can increase the radius of operation. — Martin G. Port Saint Lucie, Fl |
| "I am very happy with the professional handling of the lead system. The booklets are professionally written and make a great impression. I have had 31 leads and set 5 appointments so far." — Garry S., Huron, OH |
| "The lead generation program has proved some amazing results! I have received 21 fully qualified senior leads in the first two weeks." Read Full Comment — Aaron, Las Vegas, NV |
| "...exceptional amount of leads in a short time..." Read Full Comment — Thomas, Brandon MS |
| "When I call to follow-up with the prospects, the calls are incredibly warm...." Read Full Comment — Robert, White Plains, NY |
| "On the first day of leads, I was able to meet a prospect who became a client. We were able to help him to stop his losses and had a $159,000 annuity sale." — Don, Thousand Oaks, CA |
| "My cost with ProspectMatch for 50 leads has been $900, with closed business so far of $365,000..." Read Full Comment — Wayne, Glenarm, IL |
| "...the prospect was receptive to receiving the booklet and I did a $83,000 rollover. Right off the bat the program has paid for itself!" Read Full Comment — Paul, Las Vegas, NV |
| "We have so many leads that we can't keep up with them!...." Read Full Comment — Thomas, Novi, MI |
| "Out of the recent 50 leads, I have had two successful appointments, which generated a total of $8000 commision. Additionally, I have two prospects who have scheduled appointments with me. The lead program has given me a good return on marketing dollars spent."— CR, NYLife, KY |
| "When people contact us for information we are perceived as experts and our calls are welcomed!..." Read Full Comment — Lochainn, Willoughby Hills, OH |
| "ProspectMatch is not just any other lead program; it is more of an approach..." Read Full Comment — Javier, Pelham, NY |
| "I specialize in Retirement Savings Plans and have worked about 19 of your leads to date. Well, I just landed an annuity account valued over $160,000. Well worth my investment with ProspectMatch! I plan on continuing to utilize your senior lead service." — Stewart, Lansdale, PA |
| "I have used prospectmatch for over a year and have had some very successful appointments as a result. Following a simple program of mailing..." Read Full Comment —Dale, Edgewater, ML |
| "The prospectmatch program has helped me build a local mailing list...so far it has... resulted in one new client, a good one. That client has given me one referral......who has (also) become a very good client." — John, Plymouth, MI |
| "These are great leads because they are welcoming people who know why we are calling." Read Full Comment — Summer, Las Vegas, NV |
| "My average ticket is around $75,000 to $200,000...." Read Full Comment — Robbie, Daytona Beach, Florida |
| "I made enough commission to pay all of my prospecting expenses for a year." Read Full Comment — James, Portland, OR |
How the Prospect Matching System Works
Prospect Match is designed around you, the financial professional, to help you grow your business. It is a completely automated system, accessible 24 hours day, 7 days a week via the Internet. This allows you to easily manage your account at any time, just like your online banking institutions or email accounts.
Registration. Register online by selecting your prospect types and geographical area (zip codes). Once registered, you can access your matched prospect information through your Prospect Match Advisor Center. This is where all account information is available, including your prospect information, account settings, billing statements, booklets, and training resources.
Orientation. After account activation, you attend an Orientation Call (offered daily at 10am PST) to learn how to manage your account settings and prospect volume. You want to attend this call as soon as possible. This is not a “set it and forget it” system; it is a real-time continuous service and requires your active involvement, just like your bank account or other online service. You may need to adjust your initial settings (radius) until you "dial-in" the settings that produce the results you desire.
How our Marketing works. Once you register and your completed agreement is accepted, your account is activated and our marketing efforts in your local area begin. We registered your zip codes with our advertisers, and from that point it takes from one to seven days for your advertisements to start rotation. It is important to note that the marketing is not a gradual process; it is either on or off. For this reason, it is very important that you stay actively involved with your account and check your account DAILY to ensure your prospect flow meets your needs.
Consulting Calls. Once activated, you'll have access to the Prospect Match Advisor Center and our twice-weekly consulting calls. You must attend at least one consulting call to be eligible for our guarantee. You are able to ask questions and get answers from our highly skilled, in-house ProspectMatch consultant. Even if you have been in business for 20 years, you will learn new ways to follow up on your prospects from this call. We encourage you to trade ideas, tips, and hints with other advisors to best approach prospects and use the system and materials to your full advantage. Click here to see comments from advisors who have attended one or more calls and have had great success with the system.
Account Management. Once activated, you'll have access to the Prospect Match Advisor Center 24/7. Here, you can edit your radius (travel distance) at any time to control you prospect flow. You can ADD additional prospect types at any time, and remove prospect types on the 1st of every month if you desire. You'll also find complete instructions on how to follow up on your prospects for optimal results. You may cancel anytime after your first 15 prospect matches.
How You Get the Prospect Information. All prospects are delivered directly into your Advisor Center. We also send out courtesy email notifications as a reminder; however, since email is often unreliable, we recommend you check the Advisor Center DAILY for new postings.
Exclusive Prospects. Each prospect type is assigned to ONLY ONE advisor, based on the zip codes selected during registration. It's first come, first served.
Investment. There is a one time, non-refundable investment of $149 to start your advertising campaign. Each prospect match is $18 (bulk discounts are available).
Please review the site thoroughly and call with any questions:
866-952-4065 (office hours 6am-4pm Pacific but leave a message for a call back anytime).
Registration. Register online by selecting your prospect types and geographical area (zip codes). Once registered, you can access your matched prospect information through your Prospect Match Advisor Center. This is where all account information is available, including your prospect information, account settings, billing statements, booklets, and training resources.
Orientation. After account activation, you attend an Orientation Call (offered daily at 10am PST) to learn how to manage your account settings and prospect volume. You want to attend this call as soon as possible. This is not a “set it and forget it” system; it is a real-time continuous service and requires your active involvement, just like your bank account or other online service. You may need to adjust your initial settings (radius) until you "dial-in" the settings that produce the results you desire.
How our Marketing works. Once you register and your completed agreement is accepted, your account is activated and our marketing efforts in your local area begin. We registered your zip codes with our advertisers, and from that point it takes from one to seven days for your advertisements to start rotation. It is important to note that the marketing is not a gradual process; it is either on or off. For this reason, it is very important that you stay actively involved with your account and check your account DAILY to ensure your prospect flow meets your needs.
How we gather prospects for you.
- Natural Search Mature investors searching for financial information on Google, Yahoo, or MSN find one of our many informational sites, and respond to advertisements for free informational booklets directly from the site. They fill out a form with their personal information, we get that information to you, and you fulfill the request.
- Pay-Per-Click Seniors and pre-retirees respond to our Internet advertising on Google, Yahoo, or MSN for free, senior-specific educational information (booklets). They fill out a form with their personal information, we get that information to you, and you fulfill the request.
- Co-registration / Banner Advertising Our partner publishers run ads on hundreds of web sites daily (CBS Marketwatch, NYtimes, Orbitz, etc.), and in the course of registration or response to offers for products or services, the mature investor opts-in to receive free financial information. We match this prospect to you, and you fulfill the request.
Consulting Calls. Once activated, you'll have access to the Prospect Match Advisor Center and our twice-weekly consulting calls. You must attend at least one consulting call to be eligible for our guarantee. You are able to ask questions and get answers from our highly skilled, in-house ProspectMatch consultant. Even if you have been in business for 20 years, you will learn new ways to follow up on your prospects from this call. We encourage you to trade ideas, tips, and hints with other advisors to best approach prospects and use the system and materials to your full advantage. Click here to see comments from advisors who have attended one or more calls and have had great success with the system.
Account Management. Once activated, you'll have access to the Prospect Match Advisor Center 24/7. Here, you can edit your radius (travel distance) at any time to control you prospect flow. You can ADD additional prospect types at any time, and remove prospect types on the 1st of every month if you desire. You'll also find complete instructions on how to follow up on your prospects for optimal results. You may cancel anytime after your first 15 prospect matches.
How You Get the Prospect Information. All prospects are delivered directly into your Advisor Center. We also send out courtesy email notifications as a reminder; however, since email is often unreliable, we recommend you check the Advisor Center DAILY for new postings.
Exclusive Prospects. Each prospect type is assigned to ONLY ONE advisor, based on the zip codes selected during registration. It's first come, first served.
Prospect Types. On the menu to the left, you can see the available prospect types. You select these when you register for the service. You must select at least one "generic" prospect type (Pre-Retirees or Retirees) on registration, which remains selected for the term of your account.
Item Fulfillment. After receipt of the prospect, you mail the requested item (or your own material if you prefer). It's critical to send the item BEFORE you call so the prospect knows who you are and are perceived as an expert, not simply a salesperson. You can also elect to have material emailed directly to the prospect as soon as you get a request, but you'll want to follow up with a physical response to get the best results.Investment. There is a one time, non-refundable investment of $149 to start your advertising campaign. Each prospect match is $18 (bulk discounts are available).
Please review the site thoroughly and call with any questions:
866-952-4065 (office hours 6am-4pm Pacific but leave a message for a call back anytime).
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