Trying to communicate a planning concept to a client? Looking for a way to get an idea in the hands of a
prospective client? The Audio Visitor Topical Library will help you accomplish this. Personalized and
customized to you, this library is made available to you through the Financial Wellness Initiative and
will differentiate you from the firm down the street.
The real horsepower behind any good marketing and prospect generating tool is having properly executed,
well timed, and accurate drip marketing materials. As a matter of fact, the right marketing
campaign can greatly increase your closing ratios.
USA Financial not only creates and makes each marketing piece fully unique and customized to you and your firm,
but we have all of our marketing material created internally with an eye towards compliance.
Audio Visitor brings a "seminar-like experience" directly into the privacy of the consumer's home,
dashboard of their car, office, or anywhere they wish to listen to an audio CD. Advisors can now further tap-into
hard-to-reach individuals like working seniors, baby-boomers, even higher net worth individuals, such as business owners,
multi-millionaires, or countless other scenarios. The same proven techniques, strategies and science that have made
our other systems so successful have now been applied to the "go-anywhere" format of Audio-Visitor.
Again, this system takes a "financial planning approach" and positions advisors as the "Expert Trusted Advisor" giving
the listener the "WOW-effect" of a professional-grade private audio presentation. Just consider all of the unique and
effective ways advisors could use such a tool... Imagine handing these out at seminars, or targeting existing clientele
to capture additional assets, or as a referral tool for introductions, or even as a handout to specific affinity groups
or employers for their employees. Advisors could advertise through newspaper, radio, newsletters or traditional direct-mail
marketing campaigns geared toward audio requests the uses are limited only by your own creativity.
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