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.
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.
In all cases, the prospect has taken action to receive the requested material, and has shown interest in our specific offers.
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).
