Our Facilitated Finance Program
Unlock Hidden Value in Your Client Base.
Empowering financial planners to uncover untapped potential within their existing client base.
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Financial planners value their business as a multiple of recurring client revenue. But how often do you market, engage and maximise the value from within?
Maximise Personalised Communication:
In today's digital age, traditional one-on-one phone conversations have taken a back seat to mass-market, impersonal electronic communications. By unlocking hidden value within your client base, you can reignite the power of personalised communication and build stronger, more meaningful relationships with your clients.
Increase Revenue Potential:
By focusing on your existing client base, you have the opportunity to maximise revenue potential without the need for expensive, pay per click lead generation efforts. These clients already trust your services, making them more likely to engage with additional offerings and contribute to increased revenue streams.
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Boost your business:
Targeted marketing to your existing client base is a cost-effective strategy. You can leverage the relationships you've built, saving time and resources compared to acquiring new clients. By unlocking hidden value and employing personalised communication methods, you can make the most of your existing assets and improve your bottom line.
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Numbers don't lie:
It's crucial to consider the potential impact of a 20% increase in revenue generated from existing clients. This uplift, on $300,000 of trail, would see it rise to $360,000 ($300,000 + 20% uplift). Applying a standard 2 or 3 times valuation multiple, the potential sale price would rise to between $720,000 and $1,080,000. An increase of up to $180,000.
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Our Solutions for Unlocking Hidden Value:
Data Analysis and Segmentation:
We utilise advanced data analysis techniques to identify patterns, preferences, and potential opportunities within your client base. By segmenting clients based on various criteria, we can tailor marketing efforts and provide personalised recommendations to unlock hidden value.
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One-on-One Telephone Conversations:
We believe in the power of one-on-one phone conversations to establish genuine connections with your clients. Our dedicated team will engage in personalised conversations, actively listening to your clients' needs, offering guidance, and fostering long-term relationships.
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Targeted Communication and Engagement:
We develop targeted marketing campaigns and communication strategies to engage and educate your existing clients. From personalised newsletters and educational resources to proactive outreach, we ensure your clients are aware of the range of services you offer and the benefits they can derive.
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Clear and Transparent Pricing:
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We run a pricing structure that is designed to be commercially viable for both businesses. Unlike other creative agencies that offer their services to financial planners we are run by one.
We charge a set up fee of $660 to allow us the time to successfully plan and design an appropriate strategy for contacting and re-engaging your clients.
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We then charge a fixed $990 monthly membership fee. This allows us to allocate the right expertise to manage the project in a fashion that protects and represents your business in the professional manner your clients require.
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Our advice partners effectively pay $330 per client appointment booked directly into your diary as a qualified and prepared for advice client. Any appointments in excess of 3 are invoiced weekly at $330 each.
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The value of this service extends beyond the revenue generated from client advice opportunities, we maintain a live call log, call recordings and segment client as we make contact. This is data that compliance teams are looking for during routine audits and complaint cases.
Choose your pricing plan
Find one that works for you
Project Establishment & Set Up
660$ÂOne-off establishment feeÂ- End to end system and process establishment.
- Set up your templates
- Branding
- Creative
- Live pre launch demo
Client Re-Engagement Campaign
330$Every monthWe work out who's really reading your content and re-connect. Know exactly who to call and when. 14 day free trial- Email Creative Design & Branding
- Customised Monthly Targeted Content
- Consistent, Relevant and Well Timed Client Contact
Facilitated Finance Program
990$Every monthMonthly Engagement FeeÂ- System Set Up
- Data Management
- Client Segmentation
- Secure Cloud Based Call Recordings
- Access to Live Call Log
- Weekly Video Conference Performance Update
- Administrative Support
- RG 146 Qualified Caller
- Comprehensive Compliance Plan
End-to-end Email Engagement
770$Every monthÂ- Creative Design
- Monthly Curated Content Menu
- Campaign Software Subscription
- Campaign Management
- Compliance Data Dashboard