Strategy Advisory Group
Toll-free (866) 777-2799
Contact Us TodayPersonal Website with Drip System
What happens to the prospects you can’t make an appointment with or those not ready to buy? How would you like to reach them on a regular basis and have those who are interested contact you?
How It Works
We will set you up with a comprehensive website and a twice monthly drip marketing system to help you convert leads to clients. Your website helps establish your credibility as an industry expert while the drip system helps you build sales by keeping in touch with your prospect database; it also directly forwards to you the leads it generates.
Enter as many contacts as you would like into your personalized user portal and we’ll handle things from there. Our unique system allows you to get leads day after day, week after week, and month after month. We do the work. You get the leads.
Twice per month your database of contacts will receive a simple email message that will allow them to ask for more definitive information. These requests are sent directly to you so you can respond, provide the additional information, build the relationship and set the appointment. The reporting system offers additional functionality that allows you to see who is interested in learning more about you and your products.
Why It Works
Annuity marketing is all about being in the right place at the right time when the prospect decides an annuity makes sense for them. Use our system to organize your database and cultivate trust with the people who want to grow their relationship with you.
1. You Provide Value
When your prospects request information, you are being invited to expand your relationship with them. By answering their questions and becoming the source of the information, you provide value.
2. That Value Creates Trust
Trust is developed by providing value and by extending the relationship.
3. The Trust Builds Relationships
Once a relationship is established, personal information is shared such as retirement and financial goals.
4. Those Relationships Lead to Sales
Once a prospect shares their planning goals, you can present the benefits of annuities and various annuity options that best meet their needs. From there, you can help your prospect consider and determine which option is best for them.
