System of Success Referral Program™

1. ADVISOR CUSTOMIZATION
2. TARGET RELEVANT MARKET
3. ENGAGE HUNGRY PROSPECTS
4. QUALITY CONTROL
5. MATCH MAKING
6. EXCLUSIVITY

1. ADVISOR CUSTOMIZATION

• Life Insurance Referrals: Customized by Insurance amount, age, type of insurance and location.
• Annuity Referrals: Customized by age, annuity amount and location.
• Wealth Management Referrals: Customized by portfolio size and location. Other custom filters available upon request

RESULT: Advisors receive only the type of prospect referrals they are looking for.

2. TARGET RELEVANT MARKET

AdvisorWorld.com’s advanced Web-based marketing campaign continuously spans a network of thousands of affiliate websites, generating millions of impressions (# of people viewing our targeted campaigns) every day. These campaigns act like a fish net cast to sea, designed specifically to catch only certain fish – prospect cleints.

RESULT: Thousands of targeted consumers seeking financial help come to our website each day to find Financial Planning consultations; Insurance; Mortgage quotes; Asset Management; Estate Planning advice; and Legal and Accounting services.

3. IDENTIFYING HUNGRY PROSPECTS

Once prospects come to our website, they are prompted to fill out a specially designed Financial Advisor Request Form, tailored to garner information (i.e. net worth, investible assets, medical history) relevant to each financial paradigm such as insurance, wealth management, annuities, etc.

RESULT: AdvisorWorld.com creates comprehensive client profiles and equip our Advisors with the most accurate and pertinent information about each prospect to assist them in securing the business.

4. QUALITY CONTROL

At AdvisorWorld.com, we understand how important it is to ensure the leads our advisors pay for are strong, so we take an extra step to ensure quality. Once we’ve received the completed comprehensive request form, a member of our team takes the time to contact the prospect to verify all his/her information, confirm the type of product they are looking for and determine the type of advisor they need.

RESULT: Our advanced two-pronged vetting system allows us to ensure our client prospects are interested, qualified and ready to be matched with an advisor. This also puts our advisors in a position of advantage, armed with the best information about their prospect.

5. MATCH MAKING

Once we have qualified each prospect, our sophisticated AdvisorWorld.com software then scans our extensive Trusted Advisor database searching each Advisor’s personalized ideal client preferences and profile, to find the most appropriate client prospect/advisor match.

RESULT: The best possible match based on the advisor’s customized profile!! This enables our advisors to initiate contact with qualified and motivated prospects and help them build the business they want to build.

6. INTEGRITY & EXCLUSIVITY:

AdvisorWorld.com stands by their commitment to offer both prospective clients and Advisors the best possible lead generation service. This means, each vetted and verified prospective client referral is assigned to only to one Advisor at a time. We do not resell our referrals to multiple advisors, unless specifically requested by the consumer.

RESULT: You receive a qualified, and exclusive referral, offering you the best opportunity to turn the prospect into a lifelong client.