ROI

Time is money. When financial planners are educated about the Boomers and the New Retirement, they can discuss the relevant issues intelligently. Our program will reduce the time your financial planner must spend making cold calls or prospecting for new clients. Instead, their time can be spent making “warm” calls—following up on referrals.

Because the program increases product sales totals and closing rates, it becomes a retention and referral tool.

Clients will appreciate having a financial advisor who they can speak with as well as access to self-directed learning materials. Satisfied clients will be loyal clients—and since it costs 5 times more to recruit a new client than to retain an existing client, your bottom line will be enhanced.

You can think of this as a marketing program. It will enhance and leverage your existing communications/promotional strategies and tools. And it will provide you with analytical data that will help you better understand client needs, program results, and outcomes.

You’ll find that the benefits—including greater market share, brand loyalty, new sales, improved client retention, and increased financial advisor job satisfaction—far outweigh the costs associated with accessing and implementing our program.