Our latest addition to the platform that enables our pro users to cultivate new business from their existing clients.
We’re always striving to help financial advisors retain their current clients and find new ones. Network Amplifier is our latest effort to help achieve that goal. Awesome! So, how does it work? Allow us to explain in four easy steps.
1. A client designates family members or friends as "Deputies," with whom they’ll share key information from their Everplan.
2. After a Deputy accepts an invite and securely views the Everplan, they’ll see a branded message from the financial advisor offering them an Everplan of their own.
3. All they have to do is click “Request Your Own Everplan” and they’ll be brought to the following page:
4. The advisor will then receive the following email, and just like that they have a fresh new prospect.
As you can see, this allows for a seamless connection from Deputies to advisors in a warm and uniquely contextual way that facilitates multi generational planning.
Now for some facts: According to recent research conducted for Everplans by Cerulli Associates, 93 percent of advisors believe they will retain the assets of heirs when their primary client dies, yet 85 percent of children fire the financial advisor after their parent dies.
In closing: Everplans Network Amplifier offers a unique opportunity for financial advisors to grow their business by providing an opportunity to directly interact with their clients’ friends and family via our life & legacy platform. To learn more about upgrading to our newest feature, please contact your account manager or sales representative. If you’re not currently an Everplans Professional client, what are you waiting for? Click here and let’s get started.