Wealth2k helps advisors communicate better with clients by strengthening their online presence. Yes, it's true that most advisors have websites. Perhaps you do. But has your website helped you generate leads, capture assets and improve communications with your clients? Too often, advisor website are "sedatives online," not dynamic, prospecting-focused destinations.
Following the market breakdown in 2008, it arguably became more challenging for advisors to build confidence in investing strategies including strategies for generating retirement income. The shift industry-wide shift toward "outcomes" is unfolding rapidly in response to investors' concerns over retirement security. But the development of compliant communications around this issue has lagged. Advisors have, in general, been left with too few well-crafted communications tools that they can utilize to build investor confidence in themselves, first, and their recommended strategies, second.
At the same time, the internet has become an
indispensible resource for consumers to use in their decision-making over all manner of products and services, including retirement income planning services.
According to research from the Pew Internet and American Life Project, two-thirds of households with incomes of $75,000 and greater are so active online that they use the web every single day. It's time for advisors to make the web an ally in building retirement income and Rollover IRA business. But how?
Wealth2k backs The Income for Life Model with an array of compliant communications tools that recharge your marketing efforts, improve your web presence, project a high-end image, and address retirement-focused selling opportunities. Every coin has two sides. To succeed in retirement income you need both the "hard" illustration technology, and the "soft" artful communications tools that build confidence.