How the Prospect Matching
System Works
The system is completely automated
and accessible via the Internet.
- Register online by selecting your prospect types and
geographical area (zip codes).
- Once registered, you can access your matched prospect
information through the ProspectMatch Advisor Center. You
can also adjust your zip codes, radius, and prospect types
according to your individual needs.
- If at anytime you wish to cancel the service, simply
do so with one click.
How we gather prospects for you.
-
Natural Search Mature investors searching
for financial information on Google, Yahoo, or MSN find
one of our many informational sites, and respond to advertisements
for free informational booklets directly from the site.
They fill out a form with their personal information,
we get that information to you, and you fulfill the request.
-
Pay-Per-Click Seniors
respond to our Internet advertising on Google, Yahoo,
or MSN for free, senior-specific educational information
(booklets). They fill out a form with their personal
information, we get that information to you, and you
fulfill the request.
-
Co-registration / Banner Advertising Our
partner publishers run ads on hundreds of web sites daily
(Motely Fool, Amazon, CBS Marketwatch, etc.), and in
the course of registration or response to offers for
products or services, the mature investor opts-in to
receive free financial information. We
match this prospect to you, and you fulfill the request.
In all cases, the mature investor has taken action to receive
the requested material, and have shown interest in our specific
offers.
>
See a ten minute video explaining how we gather our prospects
on the internet.
Prospect Types. On the menu
to the left, you can see the available prospect types.
You only need to register for the type of prospects you
want to meet and do business with. You select these when
you register for the service.
Exclusive Prospects. Each
prospect is assigned to ONLY ONE advisor, based on the
zip codes selected during registration. It's
first come, first served.
How You Get the Prospect Information. Once
registered, the prospect information comes to you by email.
Because email is not always reliable, we store every lead
in your on on-line account, which you can access 24/7.
We recommend you check the Advisor Center daily.
Item Fulfillment. When the prospect comes
to you, you send the item that the senior requested (or
your own literature if you prefer). It's
critical to send the item BEFORE you call so the prospect
will know who you are and are perceived as an expert,
not simply a salesperson. You can also elect to have material
emailed directly to the prospect as soon as you get a request,
buy you'll want to follow up with a physical response to
get the best results.
Account Management. Once
registered, you'll have access to the
ProspectMatch Advisor Center. Through the Advisor Center
you
can adjust your zip codes, radius, and prospect types
according to your individual needs. You'll also get
complete instructions on how to follow up on your leads
for optimal results.
Training / Consulting Calls. Once activated,
you'll have access to the ProspectMatch Advisor Center
and our twice weekly consulting calls. You may attend as
many consulting calls as you wish. These calls are interactive,
and allow you to ask questions and get answers from our
highly skilled, in-house ProspectMatch consultant. Trade
ideas, tips, and hints on the best way to approach prospects
and use the system and materials to your fullest advantage. Click
here to see
comments from advisors who have attended one or more
calls.
Cost. The leads are $20 each (at any
time, you can decrease the number of zip codes you requested,
to get fewer prospects, or increase your zip codes to get
more prospects).
After you review all sections of the site, call with any questions:
866-952-4065 (office hours 6am-4pm Pacific but leave a
message for a call back anytime). |
