FAQs
What if I can't use any of your
booklets?
Mature investors will see an advertisement that offers one booklet of the
several that we offer. You need to be prepared to send what they request. However,
if your firm insists you use their materials, then do it. Here's your second option: Once you become a ProspectMatch client, you receive the source file of our booklets enabling you to modify the booklet any way your firm desires. Once you use our
follow-up script, you can convert these prospects to clients no matter if you use your materials or our materials.
Can I email them a booklet?
Yes, we have an electronic version available in
the Advisor Center. However, the physical booklet customized
with your picture and information, will make a much better impression than
email. We still live in an era where something physical, something in print,
will get more credibility that something that arrives via email. And the
important aspect of the booklets is the impact that comes when the prospect
receives the physical booklet with your picture. It positions you as an expert.
I have my own literature or booklets. Can I send that instead of your booklet?
Yes.
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How many prospects will I get?
There is no way to tell in advance but you have control. The size of the radius you select and the density of population in your area determine the number of prospects you receive. You will get more prospects in New York City than you will in Iowa. You pay only for the prospects you receive.
What if I get too many prospects?
You can adjust your radius and or prospect types
to control the number of prospects you receive. You can make that adjustment as often as you desire.
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Have the booklets been FINRA reviewed?
As of 10-10-09, 5 of the booklets have FINRA Review letters.
These are provided to you when you register. If you would like to get the other booklets FINRA reviewed, you are free to do so through your broker dealer and we will pay the FINRA review fee.
My broker/dealer does not let me send email. Can
I still use your program?
The booklets get sent by US mail.
How do I get the prospects?
They come to you via email as a convenience but do not rely on email as email is fallible. We store all of your prospect contact information for in an on-line account and we urge you to check your account (log into your Advisor Center) at least
every other day, as email is inherently unreliable and
we don't want you to miss any prospects.
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Can I download the prospects so I can easily import them into my database or contact manager?
Yes. The system allows you to download your prospects in a format that is readable by most database, spreadsheet and contact manager software. Once you register, you receive these instructions.
How are prospects that came
into my zip codes before I signed up for them handled?
When you first
begin the matching service, the prospects you receive on signup may have been
waiting for materials not more than 7 days and thereafter, we will post and email
your prospects often within 5 minutes of the prospect submitting their request.
(We remove from our system any prospect that has been waiting for more than 7
days for which we do not have an advisor match).
Do you guarantee the quality of your prospects?
Every prospect lead will contain the following
information:
Name, Address, Phone, Email Address. Prospects
requesting the information have every incentive to provide
accurate data about themselves, or else they won't receive
the item they request. Our forms have a built-in "self
check." However,
it's possible that a requestor provides inaccurate information
or makes an error when typing their information. ProspectMatch
guarantees that every prospect will have a valid name,
working phone number, and deliverable postal address or
we will give credit by providing another prospect match
(credit requests must be provided within 10 days of your
receipt of the prospect by emailing help(at)prospectmatch.com.
We will check the phone or email prior to issuing a credit).
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What about duplicate prospects? If a prospect signs up for the same booklet three times, do I get charged three times?
If the same person enters the same information
more than once in a 6 month period, you will not be
charged again for the same prospect.
What if I am dissatisfied with the service? Can I get my money back?
You pay only for the prospects you receive. You may cancel the service at any time, but prospects you have already received are not refundable. If you cancel, you will be charged for any prospects received but not billed up until the point you cancel. The $149 signup is not refundable.
I don't have a computer or I'm not comfortable dealing with the prospects in email or downloading them. Can you just send me the prospects on labels?
Sorry, no. This service is all web-based and probably isn't for you.
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Aren't mature people on the Internet just looking for coupons?
Mature consumers (age 65+) comprise 13% of the US population but only 4% of the Internet population. Meaning—the poor seniors who cannot afford a computer or Internet connection or mentally slow seniors are NOT on the Internet. Those seniors on the Internet are the cream—they are wealthier and better educated.
While 47% of all seniors are married, a whopping 74% of
Internet-using seniors are married. Meaning—they
probably had two incomes during their working years and
have higher savings and net worth. They have two pensions
and two IRAs. They buy two LTC policies. They potentially
get two inheritances from their parents. Married people
create more business for a financial advisor.
How do I receive credit for a bad prospect?
Requests for credit must be provided within 10 days
of your receipt of the prospect by emailing help(at)prospectmatch.com.
All requests for credit must be emailed so that prospect
phone numbers, and email addresses, can be confirmed for
accuracy by customer service prior to issuing a credit.
Please, include the following information with each request
for credit: Your
name, prospect name, date issued, and reason for requesting
credit.
Why are there are no prospects showing in my zip codes?
Here's how this works. We run thousands of advertisements
on the Internet daily, but only in zip codes where we have
an advisor registered for prospects. We refresh our zip code
advertising list every 15 days-and we ONLY advertise in
zip codes where we have advisors registered for prospects.
Even if one advisor signs up for zip code 11111 and only
for LTC prospects, then we will start advertising for this
zip code for ALL prospect types. But until the first advisor
registers, we won't get any prospects for a given zip. So
if you see no prospects, then there are no advisors yet registered
for these zip codes. It may take up to 2 weeks before you
start seeing prospects come into your account. Register
now and have us start getting prospects for you.
Why do I get prospects outside of my radius?
Note that
if you selected a zip code and ANY PART of that zip code
is within your radius, you will receive prospects from that
ENTIRE ZIP CODE, even if beyond your radius.
Your system showed 18 prospects in my zip codes so I registered and only got 8 prospects. How come?
Because if Mrs. Smith has requested
the Annuity booklet and LTC booklet, she shows up as two
prospects. But if the same advisor takes the Annuity and LTC
prospects, Mrs. Smith will only appear once in your actual
prospects and you will only be billed once for Mrs. Smith.
So any duplicate booklet prospects are "reduced" down
to one prospect before they are assigned to your account.
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