Things that make you go, hmmmmmmm.....

Did you ever wonder how many financial, mutual fund, and insurance companies are out there? Within each company, they offer many products and services, and they continue to do so year after year.  The details that we, as IFAs, are expected to remember are staggering. 

Take a look at the marketing materials that are in your office.  You just have to look at signs like "For Advisor Use Only" to see what we are talking about.  We understand that not all advisors have the time to read all these materials.  The materials for clients are simpler to understand just because they are for clients.  Why isn’t the information for advisors simplified too?

At SupportingAdvisors.com, we offer "Bank-like support for Independents!"  Our goal is to assist IFAs in simplifying their tasks, helping them to save time by providing resources to better serve their clientele.  This is the ideal equation.

You will see many companies on this website.  We believe that:

"These companies should be "Fully Supported 120%". They have the necessary ingredients to grow your business." 

As well, within the portal, members have access to simplified materials which they can use during their meetings with their clients.  The clients buy the product because of the trust they have with the IFAs and the company/products offered. 

The process to making a sale with clients is:

*  Gathering information and understanding the clients situation in the initial meeting.

*  Providing custom-made financial solutions to the clients.  The financial solution should be explained by simplified materials in the form of Online Presentations.

*  Narrowing down the manufacturers that offer the financial products, and then offering to clients the finer details.  (Manufacturer's simplified marketing materials)

*  Processing the paperwork.

By following this simplified process, we guarantee that you will see a noticeable increase in your sales production number.