Advicent Makes Online Lead Gen Easier for Financial Representatives

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With the latest updates to the Profiles™ tool, Advicent Solutions, Milwaukee-based SaaS technology solutions provider, hopes to bring traditional advisors into the modern financial conversation while ensuring that they are doing so in a compliant manner.

Leveraging the power of the internet is huge – and we don’t want any of our partners to miss out on generating new business.

The internet has fundamentally changed how consumers research and make major decisions. In fact, Americans now report that the internet is as influential overall as family and friends when it comes to making major purchasing decisions (Fleishman Hillard, 2012). For the many financial advisors used to generating new business through word-of-mouth referrals, this shift could cause both financial and compliance headaches.

With the latest updates to the Profiles™ tool, Advicent Solutions, Milwaukee-based SaaS technology solutions provider, hopes to bring traditional advisors into the modern financial conversation while ensuring that they are doing so in a compliant manner. “Online prospecting is still somewhat of an unknown for many advisors, which, to some extent, is due to a lack of clarity on how to do so while remaining compliant with FINRA,” says Cory Olson, senior product director at Advicent. “That’s why we’ve added a FINRA-reviewed disclaimer to our Profiles LEADS™ tool* and also made it possible for advisors to add their own disclaimers. Leveraging the power of the internet is huge – and we don’t want any of our partners to miss out on generating new business.”

Advisors can harness the power of Profiles LEADS™ for their business in many ways:

  •     Focus on growth – not compliance. Profiles LEADS™ now comes with a FINRA-reviewed disclaimer on every page.
  •     Build online branding by customizing the Profiles LEADS™ tool with firm colors, logos, text and more.
  •     Get in front of more people and drive research-oriented prospects to take action on their websites.
  •     Strengthen traditional prospecting by linking to the Profiles LEADS™ tool in email signatures, brochures and more.

For more information on the latest Profiles™ release or to learn more about Advicent’s financial planning and marketing communications solutions, please contact an Advicent representative at marketing@advicentsolutions.com.

*The Profiles LEADS™ tool is part of the Profiles™ financial planning application.

About Advicent
Advicent Solutions is the leading provider of SaaS technology solutions for the financial services industry. At Advicent, everything comes back to our core mission—helping our partners work smarter and provide the best possible financial future for those they serve. The Advicent™ product offering includes the Advisor Briefcase® marketing communications tool, the NaviPlan® financial planning application and the Profiles™ financial planning application.

© 2014 Advicent Solutions. All rights reserved.

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Jenny Schroeder
@AdvicentFP
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