2. On the Call Brandon Hall Sarah Molitor Chief Information Officer
Sarah Molitor
Training & Communication Specialist

3. Goal
Advisor will be able to make use of familiar and new technology to
Build existing relationships
Learn and implement sales opportunities
Attract new clients

4. Agenda Find opportunities with existing data
CRM
Albridge
Inforce Data
Social Media
Take advantage of free resources

5. Opportunities from CRM

6. Opportunities from CRM
Basic Data: DOB, Phone Number, Address, , etc.
Client Relationships: Family, Business
Client touches: Phone Calls, Visits, s
Insurance: Sync with FHC, have Product Type, Term Length…
Securities: integrate data from Albridge
Customized Data: Anything you want to report on
Do they golf? Are they vegan? Do they have elderly parents?
Do they plan to pay for children’s College?

7. Opportunities from Albridge

9. Opportunities from Inforce Data
Get the info:
FHC can provide you a list of all Life business placed
Carriers can also give you a list of your inforce business
Find the opportunity
Term about to expire?
Convertibility about to be limited?

10. Opportunities from Social Media
What can it do?
April 2016 – Study Group
Blends traditional marketing with networking
Helps direct people to you
Offers two way communication
Strengthens existing relationships
Create and share content
Research
Meeting preparation
Find prospective clients, warm introductions
“Plant seeds for the future with Social Media”
Find out how a fellow advisor uses social media to connect with current and prospective client
Get tips from a social media expert on making the most of the LinkedIn platform
(Click Here)

11. Free Resources LifeHappens.org (September 2015 Study group call)
Carrier resources
American General, Ameritas, John Hancock, Minnesota Life, Principal, several more
Real Wealth Marketing
FHC’s Website
Blog, newsletters, webinar library.

16. Real Wealth® Podcast Episodes
An online radio program (podcast) designed to touch clients and prospects each week with emotional audio content that motivates them to take action with you.
Is Your House Really an Asset?
with Robert Kiyosaki
Is Owning Life Insurance Worth It?
with Marv Feldman
Estate Planning Mistakes of the Rich & Famous
with Attorneys Danielle & Andy Mayoras
Comeback America!
with David Walker
Could You Live Without Income?
with Camille Snyder
Maximizing Social Security
with Robin Mueller

17. Packaged into easy-to-share emails and social media posts.
Main Benefits for Advisors
Cross-selling opportunities
Increased client retention
Exponentially more referrals
Efficient & easy to use
Stay in touch with leads
New content!

18. FHC’s Website

20. Take that information further
Electronic Marketing
Tech Talk: November 2016: Automated Marketing
Integration
Tech Talk: January 2017: Make Your Tools Work Together

21. Questions?