Recent Upgrades to the ProspectMatch System

We continually make improvements and upgrades to the ProspectMatch system to provide a better service and help you close more sales. Below are some of the notable upgrades to the system and software that we have made in the last 12 months.

1. Increased advertising market to include baby boomers (45+) as this demographic, along with seniors, hold most of the country’s wealth.

2. Increased number of consulting calls from four to eight per month, and now offer 10 new account calls per week.

3. Added “guest presenters” to many consulting calls who successfully use ProspectMatch to gain new clients.

4. Additional training materials and follow-up resources have been added to the Advisor Center.

5. Created the ProspectMatch online forum, so you can communicate with other system users, trade tips, and get advice.

6. Implemented a discount feature for those advisors who wish to prepay for prospects.

7. Added a “vintage prospect” module, so advisors can buy blocks of leads at discounted prices, depending on the age of the prospect.

8. Enabled backend software to identify and remove advertisers from our network who don’t meet quality standards.

9. Added telephone verification software to automatically detect and remove prospects with disconnected phone numbers, ensuring that 98% of prospects accepted into the ProspectMatch system have a working phone number (universal phone directory does not have 100% perfect data).

10. Started the ProspectMatch Mentor program, where successful system users offer weekly coaching calls to advisors new to the system, or who are looking to improve their results.

See prospects currently available in your zip code: