Traditional marketing methods are no longer effective. Providing value, building trust and developing relationships is the only road to growth.
Satisfied customers who receive value refer their friends and family to their advisor. Social media can become the engine that facilitates referrals among user networks.
Having the referral process handled via the immediacy of he Internet removes barriers and greatly increases the viral coefficient.
Our novel framework using Leaders' Groups moderated by qualified financial advisors, with public profiles and news updates facilitates the process for
users to make recommendations using email, Facebook, LinkedIn, Twitter and Google +1.
We have in place an infrastructure that formalize the referral process, monitors and measures activity, and spurs growth using social media tools.
Another innovative use of social media is compiling information about retirement preparedness and communicating the results as an index.
Visitors can compare their situation with their peer-group — such as age, location or wealth. By keeping track of results, users can follow trends and
make the index interactive with a social media component.