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| I thought that I would let you know how pleased I am with the service that you are providing not only to Advisors, but also to consumers looking for
financial products. I believe that this is an invaluable service to the general public as it provides information not sometimes easily found in the
marketplace. I have been told by customers that it's a very comfortable way to receive information without having to go through numerous Brokers.
I have been very satisfied not only with the clients but also with the
potential amount of business dollars available through your company. One of
my last sales will produce approximately $3500 in sales commission just from
one referral lead. I agreed to use your referral service in 2007 just as
another form of marketing. I am definitely going to invest additional funds
into this marketing vehicle in 2008 and at a much higher level.
If there is any Advisor who needs to increase their level of income, this is
definitely a viable avenue to look at. One item that must be kept in mind
for anyone using your service, is that the 'needs' of the client must be
foremost in their mind when contacting the prospective client. There have
been a couple of cases that did not produce commission dollars but I feel
did produce a large amount of PR. These clients who did not need to
purchase any product will be telling everyone they know how well they were
treated.
I would encourage any Advisor to at least try this form of marketing. I
don't believe that they will be disappointed with the results. - Adele McLearn, RHU I have been working with AdvisorWorld since April 2006 and have been very happy with the results that I have seen since joining. The leads that I have received have not all worked out but then again, I don't know of any marketing strategy that has a 100% success rate. In fact, I was able to close enough cases in the first month to cover my entire year's worth of leads! This site has been a great supplement to the other marketing strategies that I am using as well. You could spend hours on the phone making cold calls or you could call people who are actively looking for your services. Not only do you get an opportunity to speak with a "warm" lead, there is also the potential to receive referrals from those people once they become your client. It enables you to focus more of your time on your business as opposed to trying to find people to meet with. I say that anybody who is thinking of whether this would be a fit for their business should definitely give it a try. Commit to working with them for six months and then re-evaluate it after that as you might not get the big lead immediately but they are out there. - Larry Houston, Freedom 55 Financial AdvisorWorld has been a great source for providing me with mortgage leads to build my client base. Working with these leads for the last year I have been able to convert some of the leads into real prospects with some closing while others are prospects for capturing at a future date. In both cases the leads represent genuine interested potential clients looking for mortgage solutions and eager to discuss their requirements with a mortgage professional. This minimizes the effort of searching for potential clients and reduces the time spent on making cold calls. AdvisorWorld leads are complete with emails, phone numbers and brief description of the mortgage type required. It makes it easy for me to follow up with the clients and to better understand their needs. AdvisorWorld leads are great for portfolio building and an excellent cost effective complement to my other marketing efforts! . - Zuhair Shlah, Independent Mortgage Agent AdvisorWorld is the best referral source for my business. They are very professional in their approach. - Sital Dave, Mortgage Alliance I have been receiving leads from AdvisorWorld for almost a year and a half now and I can honestly say that I was surprised at the overall quality of the leads I've received. My closing ratio has been better than expected and it has become such a large part of my business that I haven't had time to prospect locally! The wealth of information available on the ProfessionalReferrals.ca website helps establish me as a professional before I even talk to the client, turning a cold lead into a warm one. It's been a worthwhile investment for my business. - Dave Stevens, Mortgage Alliance I am in my first month of dealing with AdvisorWorld and to this point I have nothing but good to say about them. I have received 27 leads from AdvisorWorld in that time frame and have been able to contact all but 4 of the individuals. Most impressive, is when I brought this fact up with the AdvisorWorld staff, they credited my account for the appropriate amount for these referrals. - Brent Maxwell I started using the services of AdvisorWorld in early 2004 and since then, I have received many leads and converted many of those leads into sales. However, I think that one of the best features of this service is just that, SERVICE. Both Peter and Galen are easy to contact and to talk to, and they are often proactive in contacting me. They are interested in understanding my business and me, and this has turned into a great working partnership. I am more than pleased to have taken the small risk of subscribing to the service. It has paid off immensely and it will continue to grow. - Craig Griffith To date (since we initiated our relationship) I have closed 7 benefits clients via this service. That relates to about $40,000 in revenue...not bad for the price I pay. As far as the individual product referrals etc...I have spoken to a great number of planners across the country that have thought of and are now using the program and are very pleased with the overall quality. - Dave Musgrave |
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