I’m in the planning process of launching a few new ideas into what I believe will be one of the best products for financial advisors in many years. To cut to the chase, I believe that within just a few short years the number one way to get new clients, keep clients engaged; and get massive, effortless referrals will be with the utilization of smart technology and utilization of the internet.
This is probably happening already.
Shortly I will be releasing ways for my blog readers to get first in on some of these tools and do so at absolutely no cost. But first I have a quick 4 question survey I’m hoping you can help me out with so my focus is on the tools advisors actually want – not just what I *think* they want.
If you can take 5 minutes and complete this survey I’d be eternally grateful: http://www.surveymonkey.com/s/WP7DTRD
My goal is to build an easy to use suite of automated online tools that help advisors generate leads, build their brand, automate their follow, easily convert the leads to clients, then automate strong relationships and effortless referrals. If this sounds like something you’d like to beta when ready – just shoot an email expressing interest to support[at]advisorcontrol.com.