How Your Clients Can Be One Click Away From You

Involving your clients in the process

Standing Out from the Rest of the Crowd

As a financial advisor, promoting yourself effectively is tantamount to your success. Growing your business is a delicate balancing act that requires on the one hand ensuring your existing client base is satisfied with your services, and on the other hand continually filling your funnel with fresh prospects.

Consumers are constantly bombarded with promotional materials from competitors, such as letters, pamphlets, newsletters, flyers, reports, calendars, Christmas cards and ... even the old fridge magnets. And you must always be careful not to waste your promotional budget on items that don't have a maximum impact.

The idea here is for you to be in your clients and prospects' mind, ideally providing multiple messages and contact points enough to create and maintain a good relationship.

But this is a difficult juggling act, because we often fail to follow-up properly. This results in lost opportunities to find new solutions to clients and prospects that will help them achieve their goals.

Promotional Materials Don't Deal With HIS or HER Problems

Winning a new client depends on your ability to solve your client's particular problems. When it comes to retirement and financial planning, clients often do not understand their financial situation, the magnitude of their problems, the implications of not taking appropriate action and how your solutions can meet their needs.

Unfortunately, most promotional materials don't even scratch the surface, all they achieve is a little bit of mind share in an already crowded world of promotion. If you don't stand out and make a difference, your competition will win the business.

Getting a new client is not a one-time event, it's a process where multiple contacts create a relationship and establish trust. And trust is created when you demonstrate the value you can provide.

The old adage "What's in it for me?" still rings true: your clients and prospects are always (and sometimes mostly!) interested in themselves. And while general information is interesting, it will always fall short if it does not address their own particular situation.

Uncovering Your Clients' Needs

Imagine the impact you can achieve if your contact information is literally one click away on your clients and prospects desktops.

Imagine your clients and prospects receiving an opt-in electronic newsletter 10 times per year providing them with valuable insights on retirement and financial planning, motivating them to take action to achieve their goals, with your contact information one click away with absolutely no effort on your part to make it happen.

You will advance more rapidly toward closing of new business, because your discussions will concentrate on the problems that you can solve. More contacts with your clients means more opportunities to offer your solutions.

You will be able to improve client satisfaction, because you reinforce your presence and added value, and let's face it: people love free stuff, especially when it's of high quality.

Make RetireWare a Part of Your Marketing Mix

Here's how you can use RetireWare Retirement Planning Software to grow your business. RetireWare comes in three different versions, all with the same high quality look and feel:

Monte Carlo Edition for sophisticated users and financial advisors that has the ability to perform capital market simulations,
Standard Edition for consumers, with advanced features, and
Millennium Edition, a simplified version for advisors' clients and pension plan members.

The Millennium Edition is customized to include your contact information. Each time your client open RetireWare, an opening splash screen displays your contact information.

(Actual size of splash screen is 600 by 450 pixels)

Your presence is even more ubiquitous after opening RetireWare, your clients and prospects can email you or access your Website (if you have one), report printouts are stamped with your contact information, they can even email you a password-protected RetireWare file for your review. Imagine your prospects sending you their financial information creating a golden opportunity for you to show how you can help them with retirement, investing and insurance issues.

You can use RetireWare as a gift to seminar attendees, clients and prospects or for workplace marketing, by anchoring your retirement and financial planning seminars with a practical tool.

RetireWare is dedicated to educate, inform, motivate people, help them identify their issues and take steps to resolve them.

RetireWare will help your clients focus on their issues and let you take steps to resolve them. There is no other existing technology that facilitates this process, provides high value, saves you time and energy and focus your promotional spending in a way that puts the spotlight on the issues.

Offer RetireWare to Your Clients and Prospects

Take advantage of these limited-time offers:

Buy 100 RetireWare fully customized Millennium CDs for $3,895 (unit price of $38.95)
Buy 200 RetireWare fully customized Millennium CDs for $6,295 (unit price of $31.47)

On any of these offers, you also get:

Free shipping
Unlimited technical support to you and your clients
Free distribution of RetireWare News electronic newsletter to your clients with your contact information embedded in the newsletter

Make a distinct impression that will WOW your clients and prospects! Help your clients get serious about formulating goals, and in the process many will realize the urgency of their situation and the need to seek advice to take care of their future. Email us at info@retireware.com for discussing your specific needs.

Identify investment, debt reduction and insurance opportunities
Provide a rich client experience with our comprehensive, integrated and easy-to-use software
Understand quickly your clients’ life goals, income and expenses, risk tolerance and personal circumstances
Attract and Retain clients by sharing password-protected files
Save time with data input, merely review the files created by your clients
Provide value-added advice on how they can solve their financial problems
Answer planning and investment questions from your client, we handle software technical support

RetireWare Retirement Planning

Imagine a standardized software technology that can integrate pension plan benefits, RRSPs, Locked-In funds, other assets, property, other future income, and combine all information with one's spouse, children's education planning and other life goals using easy-to-use - and fast - Wizards that provide clear results and conclusions, compelling graphics and wide-ranging and independent retirement planning resources and education. This is what we are trying to achieve with RetireWare. [See for yourself...]

About Apeiron Software

Apeiron Software Limited creates the best resources and technology to help individuals make informed financial and retirement planning decisions for the future. [More information]