Identify
Online tool for searching and finding prospective clients.
What is LinkedIn?
A means to exchange sensitive documents with prospects.
What is Secure Document Exchange?
Enhances the reach of contacts, followers and friends to find prospective clients.
What is Facebook Boosting?
Tool to create social media content and publishing.
What is Hearsay Social Media Content?
Insights providing branches with potential opportunities to serve their community.
What is Demographics and Cultural Awareness?
A tool for branch teams to create invitations and promote information sessions for clients & prospects.
What is the Webinar Hub?
Tool for analyzing participation in branch-sponsored financial & retirement seminars.
What is Webinar Hub?
Online quiz that identifies values leading to a goal-based conversation.
What is My Priorities?
A branch team plan to leverage existing clients and networks for new prospects.
What is the Network Activation Plan?
An online quiz that helps investors determine the value of engaging a financial advisor.
What is Starting Point?
Tools that contain best practices and success stories for converting prospects into clients.
What are sourcing strategy playbooks?
Tool used when updating your business plan to find clients.
What is the Branch Team Market Plan?
A branch team exercise for using existing networks to find clients.
What is the Network Activation Plan?
A resource for strategies, best practices, words to say for engaging clients.
What are sourcing strategy playbooks?