Sunday, February 27, 2022


AssetMark Launches Digital Prospecting Functionality for Advisers

AssetMark, a supplier of wealth administration and expertise options for monetary advisors, has introduced the launch of WealthBuilder Prospecting, a brand…

By Staff , in IRAs , at February 27, 2022


AssetMark, a supplier of wealth administration and expertise options for monetary advisors, has introduced the launch of WealthBuilder Prospecting, a brand new device designed to streamline prospecting for monetary advisers and supply them with insights to drive lead conversion.

In about 20 minutes, WealthBuilder Prospecting allows advisers to generate a singular hyperlink to make use of on their web sites, in emails or social posts, or in internet marketing. The hyperlink is a gateway for results in begin a low-friction discovery course of. This helps to convey the place potential purchasers are at of their monetary journey, giving advisers a sophisticated take a look at their wants, preferences and pursuits.

Prospects then have the choice to have interaction instantly with advisers, who additionally obtain an alert every time somebody completes the method—a fantastic indicator {that a} lead is open to studying extra. Advisers are also geared up with a dashboard that may assist them arrange their lead-to-prospect pipeline and hold observe of the standing of assorted engagements.

“Widespread prospecting strategies corresponding to chilly calling, promoting or seminars typically require a big funding of money and time, with no assure of success,” says Michael Raneri, AssetMark chief digital innovation officer. “WealthBuilder Prospecting permits advisers to ask leads into the planning course of and successfully ‘kick-start’ a heat consumer engagement course of, in a time-efficient means that will increase the possibility of incomes new enterprise. We’re happy to supply advisers with one other digital device to assist them construct their companies and drive consumer satisfaction.”



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