Having a strong online presence is crucial to your overall marketing success and company brand.
Effective automatic marketing
campaigns can help your
A few months later I received an e-mail that originated from my website. The prospect had lost my contact info, and the only way he had to contact me was by doing a search for my name in Google. He has rolled over north of $750,000 since then, and has become a very valuable client. A relationship that would never had been if it were not for my website and name placement.
– Travis M.
Thanks to Emerald Connect for doing such a great job on our website... A $1.6m account came to me as a result of a search for an advisor close to his town. I didn't know him, and he didn't know me. I got an email (via the website), we set up an appointment, and the account was transferred within the week.
– Irene K.
I do love the product. I have gotten good feedback from clients. I think it sets me apart and is a wonderful means for people to stay connected. Shortly after I started I received a phone call from a total stranger. He said he’d seen my site and was impressed that I had such tenure. Subsequently, after meeting and discussing his needs he transferred his accounts to me totaling $1M. We continue to have a great relationship. It’s all as a result of my platform.
– Ann H.
58% of clients would leave if an advisor did not call them back quickly enough.
– Spectrem Group, 2013
The top client acquisition strategies by financial advisors in 2013:
• 76% actively ask clients for referrals
• 54% receive unsolicited referrals from clients
• 43% through networking
– Business Wire, June 2013
No Setup Fees
12-month commitment required
Existing Website clients can upgrade to the Digital Advisor Platform and pay the difference. Call for details.