If any of these challenges are holding you back from abundant success, iWealth is a fit for you:
– You have too few meetings with qualified prospects
– You do not have a proven marketing process
– You do not have a proven sales process to deliver massive value and
iWealth is designed exclusively for qualified advisors that want to accelerate their business and increase profitability:
– Your value proposition to your prospects is “Wealth Planning”
– You place as much or more value on “planning” vs.
– You like to use technology to articulate your value and solutions
– Your clients call you about important life decisions, ex. Buying a new car, house, car, traveling, etc.
We have built a multi-million dollar business for advisors to tap into, that will give them more flexibility, time and capacity for growth.
Our pre-meeting template makes gathering prospect information extremely easy. Simply email your prospect our pre-meeting link which walks them through your introduction video and links for them to complete a
1) Riskalyze Questionnaire
2) FDC Plan on Purpose “Where are your Gaps” survey and
3) Document Checklist for items that should be gathered prior to the meeting.
When this is completed, you will have the information needed to make that first in-person meeting more meaningful and successful.