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Fidelity Launches Web-Based Client And Networking Tool For Advisors Referral
Referrals are still the best way out there to build a book of business, but Fidelity hopes that making the process of identifying likely prospects more scientific will help its affiliates grow faster.
The company's new tool is called Referral-EDGEsm and basically works like a high-powered customer relationship management (CRM) system tailored to lead generation and prospect management.
Fidelity's ace in the hole here, though, is that the tool taps into a database of 2.5 million high-net-worth individuals as well as foundations, retirement plans, and other institutional prospects.
By scanning for existing clients or contacts, an advisor can put together a road map to their known associates and so get a better sense of just who a given client can set up an introduction with.
The system also logs wealth creation events -- new jobs, promotions, and probably even HNW obituaries -- in order to let advisors know who may suddenly be in need of an advisor and how to network into their awareness.
It is definitely a competitive edge over non-Fidelity rivals. But for the 3,000 advisors on the platform, it is easy to see the system becoming a channel for Fidelity advisors to compete more aggressively against each other for each new lead that materializes on all their screens at once.
Might be better to figure out roughly what the system does and then replicate a similar -- but of course, not identical -- version on your own to uncover leads that nobody else is finding.
Questions?
How and why does the Advisor Products system work?
In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.
A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.
- Differentiate you from competitors
- Expose clients and prospects to your brand message more frequently
- Build an ongoing relationship with customers
- Increase your follows and fans on social media
- Drive more prospects to your website
- Help convert prospects into leads
- Increase number of pages indexed in Google
What products and services do you offer?
Can I buy services if my website is not hosted with you?
What can I expect during the onboarding process?
What if I have questions after my website is built?
Seeing is Believing.
See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.
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Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
Advisor Products delivers high-quality, FINRA approved financial news articles and branded weekly financial videos published automatically to your financial advisor website. We also offer marketing tools like our easy-to-use financial blog, automated financial enewsletters, social media marketing tools to help financial advisors disseminate content quickly and easily.
