rfa presentation (7 1-14)
TRANSCRIPT
Client Acquisition ProgramRick Cross
WHO WE ARE
• Right Financial Advisor is a web-base matching program that connects individual investors and their families to qualified vetted financial professionals.
EVERYONE LOVES THEIR FAVORITE RADIO STATION:
WIIFM
WHAT’S IN IT FOR ME?
OUR VALUE PROPOSITION
Clone Your A and B+ Clients:
• You know those folks you really want.
Prune Your C and D Clients:
• You know those folks that make you cringe when you see their names on your caller ID.
OUR VALUE PROPOSITION
WHAT CAN RIGHT FINANCIAL ADVISOR DO FOR YOU AND YOUR PRACTICE?
• We offer our members a certain number of complimentary access codes you can offer your C and D clients so they can move on and find the right advisor for them.
• Most C and D clients are the ones that file complaints.
HOW WE DIFFERENTIATE OURSELVES
• Many other web-based advisor-finding solutions, match investors and advisors based solely on zip codes or asset minimums.
• However, Right Financial Advisor understands the broad spectrum of client needs and personalities and how this will impact their choice of advisors.
HOW WE CREATE A UNIQUE VALUE
• We overlay personality based questions with financial needs questions in order to create the right match.
• Right Financial Advisor helps to facilitate a sustainable relationship that can last through many market cycles.
CLIENT ACQUISITION
• We understand that attaining quality investor to join our platform will be the key to success.
• Therefore, we constantly market our brand in order to acquire new investors.
DIRECT MARKETING
SEARCH ENGINES
• Google AdWords
• Yahoo Bing Advertising
SOCIAL MEDIA
• Facebook Advertising
• LinkedIn Advertising
INDIRECT MARKETING
Social Media Presence:
• Google +
• Tumblr
• Vine
PRICING
INVESTORS
• $35 one time charge.
* Free for a limited time.
ADVISORS
• $200 per month for unlimited introductions.
• $200 one time vetting fee.
WHY WE CHARGE INVESTORS
• Many comparable services are free for investors to join the platform.
• However, we charge a modest $35 in order to ensure that advisors are acquiring credible leads.
• When investors sign up they receive a free folder system to organize their investments, taxes, and insurance.
• We offer a money back guarantee if after 4 introductions no advisor is chosen.
• The $35 fee is then allocated to our marketing campaign to acquire new investors.
VALUE PROPOSITION
• Unlike our competitors we don’t just sell leads, we provide introductions.
• We provide specific requests for introduction from individual investors who genuinely want to be introduced to you.
THE ALGORITHM
THE ALGORITHM
BRANDING
• Market yourself to a new set of potential clients.
• Avoid compliance issues.
• Select, which clients you would prefer to have based on your specialties, strengths, and minimum requirements.
SPECIALIZED NEEDS
SIGNING UP
• Advisors who sign up now for the beta test will be grandfathered in to the $200 per month subscription fee.
• Reward for being defacto angel investors.
• Advisors who wait to sign up will be susceptible to subscription fee increases according to market demand.
FUNDING
• Angel Investors
• Venture Capitalists
UNIQUE VALUE TO AVOID TELEPHONE TAG
• We will be delivering an interactive calendar, once a match is made.
• Offering different times that the first contact can be made.
CONCLUSION
• Please visit us at:
www.rightfinancialadvisor.com
