VSA Market Builder helps you brand yourself as the “go to advisor,” retain more clients and convert more prospects to clients.
We Make You Stand-Out in a Crowded Advisor Market!
Popular research suggests the average investor thinks all advisors are the same! They see absolutely no differences, so we’ve developed a total brand management solution to make you “stand-out” in a crowded advisor market.
VSA Market Builder brands your personality, unique value proposition, logo and tagline in our marketing materials! Upload your branding tools once and our system automatically pushes them to your newsletters, greeting cards or any other touch points.
We Get You “Top of Mind” Awareness With Your Contacts!
Many investors dump their advisors because they feel ignored. Yes, you might send them the occasional birthday or holiday card. Certainly you call them for an annual review, but you’re not making enough meaningful contact to stay “top of mind” with them.
A recent CEG Worldwide Study found most satisfied clients expect to be contacted 28 times or more each year. Furthermore, nearly 80% of affluent clients were highly likely in the intermediate term to move assets to their advisor if they were contacted. Nearly 40% of those who were not contacted were looking for a new advisor while none of those contacted were looking for a change. It’s clear that clients need constant and consistent contact to entrust their financial futures and retirements to you.
 VSA Market Builder creates satisfied clients and satisfied clients give referrals! We tackle this feat using our smart marketing communications, which delivers engaging, informative newsletters of the month, newsletters of the quarter and 7- and 16-touch drip marketing campaigns to guide your contacts through the buying cycle. With a click of a mouse you can launch a quarterly newsletter for your hot prospects or a 16-touch campaign (personalized monthly newsletter, three seasonal greeting cards and an annual review reminder) for your top clients. Every touch point we create with your contacts makes a deposit in your contacts’ “communication bank,” which builds trust in your ability to guide them to their financial goals. The more trust you build, the more profits you earn.
We Convert More Prospects to Clients!
A recent Harvard University Study found that 80% of all leads created by marketing were never acted upon by sales! Also, the study suggested that the average sales person drops a suspect or prospect after four ineffective contacts even though studies show 13 or more may be necessary to complete a sale.
That’s simply giving away business! VSA Market Builder adheres to the acronym “ABC”—Always Be Converting. We generate a Hot Prospects list each time you access your account, so you can launch a drip marketing campaign to guide them through the conversion pipeline. When you integrate touch points like phone calls, meetings and letters to our personalized newsletters, greeting cards and direct mail materials you produce more clients, more profits without working any harder. |