Dear Financial Professional,
There really is a simple secret to capturing larger deals and increasing your closing ratio - while doing a better job for your clients and prospects.
The problem is that (until now) it’s been a practical impossibility.
Here’s the simple secret…
For every prospect, prepare a fully customized presentation including:
Do anything less, and you’re leaving money on the table and putting the opportunity at risk.
Think about it this way: You’ve worked hard to get that first appointment or referral. Now it’s time to be your best.
That’s where Advisys comes in.
Since 1979 we’ve been helping financial professionals be their best when it matters most: when they’re face to face with their clients and prospects.
From your first appointment to analyzing needs, preparing a financial plan and presenting solutions. Only Advisys does it all.
The best client education and presentation materials combined with financial planning tools that quickly produce trustworthy results. All in one compliant, customizable solution.
You really owe it to yourself to try it.
In fact, a study by LIMRA shows that financial professionals who complete a fact-finder with each prospect will close 60% larger cases on average.
For most it would give a major boost to their income. So what’s stopping anyone from using a fact finder and preparing a financial plan for their clients?
The truth is, it’s virtually impossible to do and make money too unless you’re working with the wealthiest clients - and only then if you have plenty of time for preparation.
That means they are comprehensive and exhaustive. They often require supplementary tax and investment statements from the client. They take the client a long time to complete. They take you even longer to input data, analyze and create a plan. Around eight hours isn’t uncommon.
That’s great for multi-million-dollar opportunities. It’s overkill for everyone else.
Even worse, this exhaustive approach to planning often leaves the typical client (with simple, needs-based goals) highly frustrated with both the process AND YOU.
So in most cases, you just spent hours of hard work in meetings and creating a plan only to end up frustrating a potential client.
But we’re getting ahead of ourselves. Before you can even begin using a fact finder to prepare a financial plan, you have to earn the prospect’s trust. This usually means you meet and talk – often many times – before a prospect is comfortable sharing personal financial information.
So how do you prepare for those meetings? A typical financial planning program does just that: it lets you create a financial plan. Nothing more.
Then you wind up buying other software programs to help you prospect and prepare for client meetings.
Three problems with that…
Most professionals finally get so overwhelmed by the cost and time it takes to learn all of these different programs that they just give up. Their favorite presentation tool becomes a yellow pad.
It just seems easier to leave money on the table and put the opportunity at risk. They meant to do better but threw in the towel. Who can blame them?
The penalties for non-compliance are severe. So companies must enforce strict compliance policies. But these policies create an incredible barrier to the financial professional.
Compared to almost any other industry, it’s virtually impossible for you to create even the most basic presentation and educational materials. Let alone follow-up and nurture existing clients.
First, there’s the time, effort and expense of creating the materials. Then there is the time delay for compliance to look it over, then there is the back and forth with compliance on edits.
In all but a few cases with very long preparation time, financial professionals have difficulty getting through compliance in time to meet with clients.
Imagine the impact on your business and life if (in just 15 minutes or less) you could sit down and choose custom tailored fact-finders that matched your clients and prospects’ goals-based needs. They only take a few minutes for the client to fill out and for you to input the data to create a plan.
Imagine being able to select a simple, motivating calculator that easily explains an important concept or quickly overcomes a prospect’s objection.
Imagine quickly assembling and printing out full color, professionally written presentations —that already complied with FINRA guidelines and met your company compliance standards. So, there is ZERO compliance process.
Your presentation would be custom tailored to client needs. It would end client frustration with exhaustive fact-finders.
On top of it all, you’d be doing a better job servicing your clients.
But isn’t all that just wishful thinking?
No, that’s the Advisys difference!
Not only can you slash the hours it takes to make a truly professional impression, but you can deliver unprecedented customization to prospects and clients.
With Advisys, everything you need is in one place.
Advisys puts over 600 illustrated reports, 11 goals-based modules, and over 50 motivating calculators at your finger tips.
This lets you prepare custom tailored presentations in minutes.
You have unprecedented flexibility to prepare for client meetings the way you feel best. You can choose as few or as many concepts as you desire. You assemble them in any order you believe best. You are in control.
And you can be confident because Advisys has a proven 30 year track record working with over 40,000 users and major financial services companies.
You’re just minutes away from discovering how easy it can be to increase the size of your cases, close faster — and slash the time it takes to do both.
So, we invite you to invest just a few moments taking Advisys for a Free Trial. You’ll get access to the full Advisys system with no restrictions. And you have a full 30-days to try it out and decide for yourself if it’s going to improve your business.
**Important: There are no credit cards required for the trial.
Instantly set yourself above competitors and impress clients with beautifully designed, trustworthy presentations and materials — in just minutes.
And that power is now yours with a simple click.