Are you or your team looking to engage with prospects on holistic planning topics? Do you struggle to demonstrate your value proposition? The Prospect Accelerator can help!
The Prospect Accelerator is the first comprehensive financial planning prospecting tool that helps advisors automate a structured lead gen process, deliver immediate planning alpha with zero discovery efforts, reduce the traditional sales cycle, and close more prospects.
Use our tool to engage prospects through your company website, email campaigns, and social media marketing, delivering prospects a Financial Heath Score and actionable teaser report in a matter of minutes. By providing potential clients with a Financial Health Score* report, advisors can demonstrate their value proposition and showcase their service offering in the prospecting stage, which will ultimately produce more qualified leads.
The Financial Health Score* report was the 2022 winner of the WealthManagement.com Awards for Innovative Technology. Currently being offered as a free add on to the FP Alpha platform, The Prospect Accelerator will be a game changer for advisors as they seek additional ways to obtain new clients in a post COVID world.