What is your 'Big Picture' Vision?

Today, retiree's and pre-retiree's want to be educated and allowed to make up their own minds. This is why pre-selling before the first appointment is so critical. Also, why Family Financial Retirement Systems elected to build scalable systems to educate and nurture prospects before their first appointment. This system, a Sales Funnel, qualifies each prospect and provides strategic call to action points, allowing the prospect to set an appointment. The Sales Funnel is the path to conversion from prospect to qualified lead to satisfied client.

 

 

The Sales Funnel has four main components: a Traffic Source, Lead Capture, Lead Development, and Lead Conversion.

 

 

 

 

The Financial Adviser today, builds Sales Funnels that help prospects move through the phases of the buy-in process.

 

 

 

 

The prospect buy-in process involves ten phases: Unaware of Need, Recognition of Need, Research & Info Gathering, Analysis & Comparison, Interview & Evaluate, Decision, and Call to Action.