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Asset Advisor Business Resource Center

The way you do business and the way your clients and prospects want to do business have changed drastically.

Do you have a plan?

The fluctuating market and the recent outbreak have understandably created panic-like symptoms throughout your communities. What many see as a time to hunker down and weather, is in fact your time to ramp up your efforts and push harder than ever. Great opportunities are built out of times of necessity, and now is that time. Your team at Asset has made it our mission to provide you with resources, tools, and strategies to help you reach your greatest moments in a time where your clients and prospects need you the most.

Prepare Your Office

Addressing General Concerns

Clean Your Office Every 15 Minutes

With concerns around contracting coronavirus/COVID-19 highest among adults 60+, it’s imperative you communicate to those coming in for an appointment how your firm is minimizing their risk. Practical steps you can take (and communicate) include:

  • Wiping down all door handles (internal and external), lobby furniture and communal surfaces every 15 minutes with disinfectant spray and wipes
  • Ensuring your lobby is only occupied by one client or couple at a time
  • Disinfecting all conference rooms, chairs and pens between every use
  • Temporarily refraining from serving food and beverages
CDC Tips for office cleanliness
CDC Tips for office cleanliness

Have Options for Appointments and Meetings

Wouldn't it be nice if everyone communicated the same way? That just isn't the case, especially now that the nation is becoming more and more comfortable with technology.

Here are four things you'll want to make sure you have in place to communicate effectively.

  • The tried and true phone consultation will likely never go away. Make sure you have a reliable setup and start calling your clients.
  • Virtual is all the rage. Use virtual meetings to stay face-to-face with clients and prospects.
  • Webinars are a great way to offer a learning experience for clients and prospects. Invite everyone to your events.
  • Use automated scheduling to simplify the process for you and your clients.

Set Up Virtual Meeting Software

For those interested in a virtual meeting, it’s critical to use an easy mode for relatively non-tech-savvy individuals. Perhaps the simplest platform available is Zoom. Most firms will only need to purchase the Pro version of Zoom for $14.99 per month.

Link to Zoom Basic
Link to Zoom Basic
Zoom Meeting Tutorial
Zoom Meeting Tutorial
Support during COVID19 - Zoom
Support during COVID19 - Zoom

Start Webinars with WebinarJam

Webinars with WebinarJam gives you the opportunity to extend your practice's teaching capabilities, so you can remain relevant and notable.

The simple interface, flexible options, and robust features allow you to get up and running quickly and professionally. WebinarJam’s interface will also allow you to take you r webinars to new heights with live rooms, highly optimized registration page templates, and more.

WebinarJam offers a simple interface with serious expansion. This a low-cost efficient alternative to public events can be conducted whenever and wherever you, your clients, or your prospects are.

14 Tips & Best Practices for Webinar Success
14 Tips & Best Practices for Webinar Success
10-Step Webinar Marketing Plan
10-Step Webinar Marketing Plan

Set Up Automated Scheduling with Calendly

Automated scheduling eliminates back-and-forth emails or calls to determine best times to talk. Simply add a link to all of your communications and marketing to enable on-click scheduling that links directly into your calendar.

Calendly's FREE solution is a great way to start getting familiar with this game-changing appointment setting tool.

Check Out Calendly
Check Out Calendly

Have Your Planning Tools Ready

While the most comprehensive financial-planning software can incorporate a staggering number of variables and assumptions and can present a host of options for clients to achieve their objectives, bigger is not always better. Here are just a few of the tools we believe stand above others:

NOTE: Asset works around the clock with vendor partners to ensure quality does not have to come at a premium, by negotiating reductions in price that we pass on to you.

Retirement Analyzer
Retirement Analyzer
Call us to get an over 50% discount - (888) 303-8755 x2170
Riskalyze
Riskalyze
Hidden Levers
Hidden Levers
FREE 30-Day Trial

Cut Processing Time with eSignatures

Remember, using FireLight, you have the option to email the application to your client for eSignature. This allows clients to sign from the comfort of their own home, guaranteeing the application is 100% completed and no signature or date is missed. This eliminates the risk of clients coming into the office and potentially spreading any illness, while also providing a “cleaner” process compared to multiple people in the office handling and touching the same paper app.

"Complete an App" Tutorial

Understand Your Annuity and Life Resources

Many of your clients have the comfort of knowing their retirement is safe, because you proactively thought through their portfolios and made sure they had annuities as part of the complete plan. Here are our recommendations for products that work well in a fluctuating market.

Top Annuity Products
Top Annuity Products

Communi­cations

Be Proactive with Your Clients

A call from you or your staff can serve two great purposes. First, it can demonstrate your professionalism and concern, assuring them that you always want to ensure they are comfortable with their existing plan and level of risk. Second, it can be a great opportunity to uncover referrals! Segment your clients.

Sample Phone Script
Sample Phone Script

Transition Seminars to Webinars

For the time being, public seminars are on hold and webinars are the primary method top advisors are using to grow their business. We've re-tooled the great seminar marketing to work in today's virtual world.

Pandemic

Pandemic: Will it infect your retirement?
Pandemic: Will it infect your retirement?
Pandemic: Webinar Email Invite
Pandemic: Webinar Email Invite
Pandemic Response Form
Pandemic Response Form

Client Retention and Prospecting

Use Email for Regular Communication

NOTE: We encourage you to over-use this form of communication to ensure your content is viewed.

Email is a low-cost to no-cost solution to staying in front of your clients and your growing prospect list. Regular communication is key to ensuring long-lasting relationships, as well as creating new ones.

Start your email campaigning with these turn-key messages. Simply copy and paste into your email:

Dually Licensed Messaging:
<em>Dually Licensed</em> <br/>Client-Facing Email
Dually Licensed
Client-Facing Email
<em>Dually Licensed</em> <br/>Prospect-Facing Email
Dually Licensed
Prospect-Facing Email
Insurance-Only Messaging:
<em>Insurance-Only</em> <br/>Client-Facing Email
Insurance-Only
Client-Facing Email
<em>Insurance-Only</em> <br/>Prospect-Facing Email
Insurance-Only
Prospect-Facing Email

Use Video in Email To Stand Out

BombBomb video emails are a great way to stay in touch. Video is the quickest way to build a personal relationship without having to pick up the phone. Cold, hot, or a current client, there is always a need.

Attention Registered Reps and IARs: BombBomb is intended for one-to-one communication. Email advertising being sent to more that five clients/prospects must be approved by your BD or RIA.

Exclusive BombBomb Offer - <b>Save Over 20%</b>
Exclusive BombBomb Offer - Save Over 20%
BombBomb Messaging Tips for Existing Clients & Prospects
BombBomb Messaging Tips for Existing Clients & Prospects
Logistical BombBomb Recording Best Practices
Logistical BombBomb Recording Best Practices

Start Your Virtual Prospecting with Your Past Event No-Shows

With significant market concerns looming, now is the time to reach out to those who have failed to attend your recent events. Offer phone or virtual (Zoom) meetings or, of course, in-person meetings if interested, using the following resources:

Email Messaging Script
Email Messaging Script
Phone Script
Phone Script
Text Messaging Script<sup>*</sup>
Text Messaging Script*

NOTE: Prior to texting prospective clients, please be sure this is allowed according to your specific compliance regulations. Generally speaking, a prospect must have voluntarily provided his or her cell phone number to you for contact. Blast texting a purchased list of cell phone numbers is not allowed.

Give Your Clients and Prospects Something to Learn

Times of unrest provide great opportunities to not only be the voice of reason and comfort but of valuable information. To that end, we have created brand-new consumer-facing guides for you to leverage in your marketing.

“Will a Recession Rob Your Retirement?”

Use this 10-page guide as a digital offer on your company website or Facebook ads, use it as a call-to-action on your radio show or TV appearances, or add it as a secondary offer to an upcoming webinar invitation:

"Will a Recession Rob Your Retirement?" Guide <br/>(Dually Licensed Version)
"Will a Recession Rob Your Retirement?" Guide
(Dually Licensed Version)
"Will a Recession Rob Your Retirement?" Guide <br/>(Insurance Only Version)
"Will a Recession Rob Your Retirement?" Guide
(Insurance Only Version)

“3 Things To Do Right Now During a Market Downturn”

Include this simple one-page flyer in your emails or packets to current clients and prospects:

"3 Things To Do In a Market Downturn" Flyer
"3 Things To Do In a Market Downturn" Flyer

Meetings and Events

Public Event Alternatives

Public events aren’t dead, they’re just put on hold. What’s certain though, the newfound technology and way we do business will stay for a long time. Since lead generation and prospecting MUST go on. It’s time to take public seminars online.

Webinars are becoming the new norm. Don’t take a side seat and miss the opportunities. We’ve partnered with WebinarJam to bring you a DIY solution unlike what you’ve experienced before.

The simple interface and powerful built-in marketing tools make WebinarJam a great option for any advisor looking to make an impact. But, we’ve gone one step further to build branded content so you can get up and running with your first webinar within minutes.

Start Webinars with WebinarJam

Webinars with WebinarJam gives you the opportunity to extend your practice's teaching capabilities, so you can remain relevant and notable.

The simple interface, flexible options, and robust features allow you to get up and running quickly and professionally. WebinarJam’s interface will also allow you to take you r webinars to new heights with live rooms, highly optimized registration page templates, and more.

WebinarJam offers a simple interface with serious expansion. This a low-cost efficient alternative to public events can be conducted whenever and wherever you, your clients, or your prospects are.

14 Tips & Best Practices for Webinar Success
14 Tips & Best Practices for Webinar Success
10-Step Webinar Marketing Plan
10-Step Webinar Marketing Plan

One-Stop, Done-For-You Lead Generation

Managing the marketing, setting up the webinars, sending follow-up emails, the list of need to-dos for webinars seems to go on-and-on. Forget all of that. Now you can have it all done for you. Just sign onto the webinar the day of your event, present, and watch the appointments come in.

Start now with:

  • A truly turn-key solution – No software purchases needed
  • Optimized and branded Facebook advertising
  • High-conversion registration pages
  • Pre and post email communications
  • Pre-webinar host training
  • Access to multiple relevant topics
  • Built-in appointment setting tools
Lead Generation Information
Lead Generation Information

Questions?

Contact your Business or Marketing Consultant at (888) 303-8755

We remain committed to helping you navigate your business, and helping your clients receive excellent care, especially during these challenging times. Please don’t hesitate to contact us with your concerns.