Companies don’t make sales. Financial Advisors do.

So why, when you go to the website of a large asset management company, is 98 percent of the screen devoted to the company?

And why, in many cases, is the link to local offices or local FAs, small and hard to locate?

And why can't you find an FA web page that answers the two questions on every prospect’s mind:

“Who are you?”
“What will you do for me?”

Introducing One-on-One Profiles™, the most productive way for prospects to connect with your company.

The idea: 
Profile each of your Financial Advisors on a single, dedicated webpage. And make that page easy to find.

That’s the basic idea of One-on-One Profiles. Right there on the screen, the FA introduces himself or herself, and then—in conversational language—explains what he or she does. It’s the FA talking, not the company.

The advantage:
Prospects can start to feel comfortable with an FA even before they call a branch. This builds trust and confidence, vital sales tools in today's tough environment. And more trust means more assets under management.

How prospects find the One-on-One profiles:
We will work with your company to put prominent links on your company's current websites. These links might say: "Find a nearby Financial Advisor." 

When a prospect clicks on one of those links, he sees your branch locator form. The difference comes after they enter their zip code: instead of just an office address and phone number, they also see a list of all the FAs in that office, with a small head-shot of each. Clicking on a name brings up the One-on-One Profile for that FA.

Consider what you've accomplished. Instead of dealing with a faceless entity and a voice on the phone, prospects can now start a relationship with helpful, personal and professional facts about an FA they have chosen. Based on what we know about selling, that should boost sales and give you an edge on the competition.

The page shown here is just an example of the kind of One-on-One Profile we would create for each of your FAs—or for any group of FAs you might care to select. Bear in mind that the text is just a sample;  we will work with you to make sure the profiles support your company's branding and marketing message.

 

Did you notice these features?

• The text sounds like an FA talking, right from the personal introduction at the top, on through the three headlines that answer the questions in every prospect’s mind: “Who are you, and what will you do for me?”

• The personal introduction includes contact information and a way to ask the Financial Advisor to call.

• If the prospect reads no further than the three headlines, he or she has a complete picture of what to expect and how to access the Financial Advisor.

• The first column shows the prospect that he or she will be treated as an unique individual.

• The second column brings the advisor to life with his or her work methods, credentials, and a thumbnail bio.

• The third column shows the main resources the advisor can draw on to serve the prospect.

• The case history at the bottom wraps it all up by showing how the needs of a typical client are met.

We will work with your firm to script the One-on-One Profiles to ensure they support your branding and marketing message.

If you like what you see, give us a call:
New York metro area | Dick Evans: 914-478-5962, Evans@BrombergAndEvans.com
Boston metro area | Andy Bromberg: 603-465-6564, Andy@BrombergAndEvans