We recently started using Automated Advisor’s follow up system which provides us with an easy way to provide some additional communication to people after a seminar. We now have 3 additional meetings with people we never would have ordinarily followed-up with. Since we do our seminars monthly, that’s an additional 20-24 client prospects per year that we might never have gotten to know. 2 additional meetings is about 20% more than we normally get which can potentially translate into 20% more revenue. Promising.
This system seems to be the answer to what I’ve been missing for acquisition, follow-up, and retention of my prospects and clients. Giving me the ability to be efficient and professional in the 21st Century vs. my archaic methods that always fell short.
We now have an automated system that fully supports a new and effective marketing strategy which we didn’t have. This will allow us to significantly grow our business by reaching more qualified prospects, without a significant increase in complexity or resources. In other words, we can now do better marketing for a reasonable outlay of money.
Finally, a process for reaching the 87% of the population not willing to go to a live seminar event. Also a process for engaging all the different types of consumers that are in the research phase of the planning process.
Wow! Automated Advisor offers me powerful tools to educate investors, allowing them to take charge of their financial lives on their time tables by giving them access to the resources they need to implement and take control of their financial lives.
Brandon has put together a well thought out program that is completely revolutionizing my marketing plan. 32 years as an advisor and finally someone has figured out how to use technology to automate and grow my business. Feels like a new beginning!
The Automated Advisor system is enabling me to integrate cutting edge marketing systems and solutions into my practice that I never would have been able to do on my own and they help me do it at a fraction of what it would cost me on my own!