Tuesday, January 19 at 2:00 p.m. ET Hear from Gregory Furer, CEO of Beratung Advisors, as he shares his method for building and presenting financial plans in a way that supports the type of client experience that helped Beratung grow their AUM by 500%.
RADNOR, Pa. – May 15, 2018 – eMoney Advisor, the leading provider of scalable wealth management solutions, today launched Lead FeedSM, a new digital lead generation service that connects advisors with investors searching for financial advice. They are carefully matched, ensuring that the investor’s needs align with an advisor’s area of expertise. Lead FeedSM is the newest addition to eMoney’s suite of business development tools, which helps advisors attract, nurture, convert and retain clients.
“To drive growth, advisors need to augment traditional marketing, word-of-mouth and referral-based lead generation with strategies that attract clients through digital channels,” said Jess Liberi, Head of Product at eMoney. “With Lead FeedSM, advisors are exposed to new business opportunities that only exist digitally. And, in most cases, these digital leads are people who are proactively searching for financial advice, presenting an even larger opportunity.”
Lead FeedSM is powered by SmartAsset, a company using patent-pending Automated Financial Modeling software to power more than a dozen tools and calculators that simulate the impact of different financial decisions. The calculators appear alongside financial content in leading online publications, as well as with articles on SmartAsset’s website.
For example, website visitors reading an article about saving for retirement will see a retirement calculator beside the article. They would then go through a 20-question survey about their personal financial situation and goals, and are matched with financial advisors who meet those criteria.
“With Lead FeedSM, an advisor can easily develop new business that is pre-qualified based on personalized criteria. These prospects represent high-potential opportunities well aligned with the advisor’s business model,” Liberi said.
Additional eMoney business development tools include Lead Capture, an interactive, goal-based simulation that advisors post on their personal websites and online channels to attract and capture leads; and Advisor Branded Marketing, a comprehensive digital marketing toolkit that includes more than 2,500 content assets such as videos, newsletters, email campaigns and social media posts.
When combined with eMoney’s robust planning capabilities, these business development tools enable advisors to more effectively attract prospects, bring on new clients and develop collaborative, planning-led relationships.
“We’re introducing investors to planning through marketing and business development tools and then connecting them with the right advisors who can help them achieve their financial goals. It’s exciting to see eMoney evolve into a platform the meets the diverse needs of advisors and firms who believe planning-led technology drives business growth,” Liberi added.
After completing a successful pilot, Lead FeedSM is now available to individual eMoney subscribers. Future enhancements include access for enterprise users and the integration of Lead FeedSM into eMoney’s advisor dashboard to further streamline the client acquisition process. To subscribe to Lead FeedSM or learn more, visit info.emoneyadvisor.com/lead-feed.
About eMoney Advisor
eMoney Advisor, LLC (“eMoney”) is the leading provider of scalable wealth management solutions for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s solutions enable financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. With more than 600 passionate, innovative, and dedicated employees in three locations—including its headquarters in Radnor, Pa.—eMoney is transforming the wealth management experience for 50,000 financial professionals and 2.1 million end-clients nationwide. For more information, please visit: www.emoneyadvisor.com.
eMoney Advisor, LLC
Joanna Armandi, 215-990-1569