06/06/2022
Hello Advisor,
Every Financial Advisor faces the uphill battle of building a customer base through referrals, social networking, and cold-calling that has a 1% success rate. For instance, for every 200 cold calls, two potential leads may become a client at some point in the next 3 years. This is why Up to 90% of financial advisors fail within the first 4 years — that's a scary statistic, but it doesn't have to be that way. Despite how it feels, failure is a great experience, because you get to learn and grow from your mistakes, But the key is to fail quickly, then get it over with.
At ADVSR we build books for financial advisors through our industry-leading technology, FNA-Leads (Financial Needs Analysis Leads).
FNA leads are pre-sold insurance policies, either for retirement annuities, pension funds, and risk products. This information is sent to a financial advisor to do the financial planning in order to conclude the sale.
Our system gives financial advisors the competitive advantage to view a 6 month projected income statement, and a snapshot of forecasted sales.
We have a 99.9% success rate and we are looking to partner with ambitious financial advisors. If this is you, respond to this email and we will provide you with more information.
