Right financial advisor pitch book (no video)
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Right Financial Advisor An Online Client & Financial Advisor Matching Service www.rightfinancialadvisor.co m Phone: (631) 416-8000 Email:
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Transcript of Right financial advisor pitch book (no video)
- 1. An Online Client & Financial Advisor Matching Service www.rightfinancialadvisor.com Phone: (631) 416-8000 Email: [email protected]
- 2. Weve Been Called Match.com for Investors and FinancialAdvisors
- 3. Video conferencing for advisors and investors. Connect with more clients without having to leave the office. Compatible on multiple devices. Reach More Clients
- 4. 0% 10% 20% 30% 40% 50% 60% 70% Hard to Know What Sources Can be Trusted Good Financial Advice will Cost More than I can Afford Hard to Find Time to Look For Financial Advice Not Sure Where to Start Looking for Financial Advice 64% 44% 35% 31% TIAA-CREF Survey Results Survey Results Source:TIAA-CREF Advice Matters Survey, Executive Summary, 9/9/2014
- 5. 223,400 InvestmentAdvisors (U.S. Dept. of Labor, 2012) 52.3M Households with a net worth over $100K (Census 2010) 13% of the Households use a FA (Nielson Local) In the HNW Space, 15% to 20% buyers remorse (4.5M 6M People)
- 6. No Advisor** 56% Advisor 44% 10,000 NEW RETIREES EACH DAY* * Social Security Administration ** Understanding and Managing the Risks of Retirement, from the Society of Actuaries
- 7. Wells Fargo Investment Advisor: 21,160 Retirement Planning Help: 71,820 Financial Planning Help 103,780 Financial Advisor: 21,020Investment Advisor: 119,070
- 8. Investor Analytics Date Range: 8/1/2014 - 2/28/2015 Sign Ups Competed Profile Total Portfolio Size Total Investible Assets Avg. Portfolio Size Median Portfolio Size Cost of Acquisition 120 77 $41,105,909 $48,605,909 $775,883 $400,000 $259
- 9. Larry Kudlow Commercial 16M of new Client Introductions
- 10. Attracts Advisors* *Yes, we know the graphic is cheesy, but you get the point.
- 11. Founded by a 34-year Financial ServicesVeteran 4 Full-Time Staff Members, 2 Part-Time Members MoreThan 60 years of Experience in Financial Services Industry
- 12. Rick Cross Founder Alan Starost Marketing Officer Nick Bredow Digital Marketing Officer Scott MacDonell Head Programmer Samantha Modafferi Office Manager Pam Cordes Public Relations
- 13. Investment Relationships should be Deeper than Exchanging Money Cloning A and B+ Clients Stronger Bonds BuildTrust Increases Client Retention Some Financial Help Requires a Unique Skillset Examples: Children with Special Needs; Executive Stock Benefits
- 14. Profile Creates Bio and Ideal Client Verification Tested toVerify Knowledge Researched BackgroundCheck onAdvisor Participating Pays Monthly Fee
- 15. Profile Up to 20 Questions Algorithm Analyzes Personal Data Results 4 MatchingAdvisors Introductions Advisor Chat, Call or Email
- 16. Developing Relationship with RIA Firms DigitalAdvertising (Path Interactive) SEO, SEM and Retargeting Traditional Media Radio, Newsletters, etc. Direct Response (email, direct mail, etc.) Discovery Database
- 17. Radio Advertising FinancialTalk DigitalAdvertising (Path Interactive) SEO, SEM, PPC, Banner Ads and Retargeting E-newsletters and Blogging Relationships with Corporations
- 18. Referral Market Traditional Brokers Other Matching Guidevine Paladin Registry WiserAdvisor, etc. Robo Advisors
- 19. Matching onVarious Levels Core Competencies, Hobbies, Educational Levels, PersonalityTypes, etc. Develops a Stronger Relationship Offers Clients a Choice ofTop 4 Advisors Advisor Chat -Video Conferencing Compliance Friendly
- 20. To Prospect for More Advisors Expand Market Opportunities Beyond N.Y.Tri-State Economies of Scale Hire a Full-Time SEO Firm Better AnalysisTools
- 21. Our Founders Pledge Rick Cross Founder, Right Financial Adviser
- 22. Contact Information: To reach our founder Rick Cross directly Phone: (800) 391-4970 Email: [email protected]