Financial Advisors

New affluents don’t respond to cold calls, read brochures nor go to events. To win their business, you need to play on their terms and engage on social media

Engage with your prospects

Use FindNConnect to become the financial go-to person for your market

• Map your market & discover the best prospects in the segment you target

  Profile leads based on location, industry/role, behavior, content interest and affinities.
  We map your target ecosystem, then nurture and grow a list of hundreds of active prospects in Twitter and LinkedIn. We select an initial set of 100 deeply profiled prospects along with actionable intelligence that you can use in your sales process.

  

• Expert Assistant who listens for you

  Your AI-powered assistant will monitor thousands of posts and extract the 5-7 best insights and opportunities per day, to connect and assist you in using social media and in engaging with your prospects.

  • They spot which ones you should read
  • They identify actionable relationship-building opportunities

  Our expert assistants,  trained on our methodology and on fintech regulations, analyze your prospect’s river of tweets.

  • They suggest a personalized call to action to strengthen your relationship to prospects
  

• Focus your time and attention; network efficiently using one email a day and an easy to use platform.

  We make it easy and efficient for Financial Advisors to listen to hundreds of prospects:

  • Receive a daily curated digest of the best tweets & posts from your prospects
  • Access a mobile application with your prospect profiles, opportunities and history of your relations
  • Social Media can be overwhelming, and our solution makes you consistent, focused and effective
  • Spending an average of 15 minutes per day, you build authentic and trustable relationships
  

• Measure the social selling activity of your team and manage performance

  As Sales Managers, you can easily monitor and measure the activity of your Financial Advisor team:

  • Analyze effort and results
  • Identify and recognize top performers
  • Adjust the list of prospects and manage digital territories
  • Enforce best practices and establish a record of interactions across your organization
  

EXPECTED RESULTS

Our solution is the result of two years of close collaboration with Financial Advisors just like you.

• 150

  new actionable leads each year

• 5+

  insights and opportunities to
  engage per day

• Hands on education in Social Selling with examples from real prospects

• A great personal brand in LinkedIn and Twitter that position you well with new affluents.

OUR PUBLICATIONS

Social Intelligence and Social Selling blog

5 key learnings in Social Media & Wealth Management

While working closely with a small group of wealth advisors, I recently discovered two interesting studies on Wealth Management (our key focus market):  From PWC: Global Private Banking and Wealth Management Survey (2013).  Although it’s ~ 2 years old, it is still a very interesting white paper, highly quoted in numerous recent publications and full […]

Socialselling works, only when done right

There are lots of positive buzz around social selling. However, most of the articles are fairly generic (works/ does not work …) and very few actually go into facts and data: in what situation does it work or not how to setup the right processes and metrics to generate a positive ROI. Having practiced social […]

eCairn User Testimonials

  “How can I grow my business by attracting new clients?  That’s the question I’ve been asking ever since I started my own consulting company.  And I’m not alone.  Pretty much every professional I know asks these three questions:  What clients would I ideally like to work with?  Where are they?  And how do I […]