Profit-Producing Client Acquisition Systems Built for Financial Professionals
Here at Next Level Media, we use Buyer Performance Indexing which utilizes behavior tracking technologies to identify prospects who are actively pursuing a purchase of Financial related services.
These prospects represent your most direct path to a sale…
...The low-hanging fruit.
Your quickest path to profits.
Because we allow you to focus your limited marketing budget only on those prospects who are likely to buy, you can stop wasting money on those who won’t.
This then allows us to eliminate those people who aren’t interested — which might represent up to 70% of the ads you’re running now — more people click (higher CTR) and you pay less (lower CPC). Our clients typically see a 25% to 75% reduction in click and client acquisition costs.
Evolving The Financial Service Profession
We work exclusively with Financial Advisors, Planners & Consultants specifically to help them figure out what is the vision and dream they have for the growth of their practices as well as the major limitations that are holding them back from breaking through that barrier to realize that vision of success for their business.
Once we uncover the top 3 issues within their practice today we then re-work those issues and uncover a 90-day strategy plan of attack to fix and grow their current client base.
Our Key Performance Indicators:
Exactly how many appointments you need on your calendar each week & each month.
How much AUM, Annuity Cases, or Financial plans you would need per month to hit your targets.
What the exact Revenue Generating Activities are you're going to use to book these appointments.
How much it's going to cost to acquire new and ideal clients.
How much time it's going to take to fulfill on the service.
Who else you'd need to get on your team to help you fulfill on this service.
How you're going to go about on-going communication with your clients.
Use our benchmark numbers to predict your first 90 days with us at Next Level Media.
These questions are important to have answers to. If you don't have a clear and detailed plan over exactly what you need to do in order to generate new business & sales, then that vision and dream will never come true.
And if you don't have a predictable, repeatable system to get new clients, you simply do not have a business that can take you to the next level and grow.