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
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
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