The Financial Journey
This is one of the more interesting components of the Agent Online Sales & Marketing System.
It is based on four premises:
One – Financial issues are timing oriented
Two - It is easier to work with prospects and clients who are familiar with the topic
Three - People will connect with the characters and information presented
Four – Readers will register for Online Consultations to learn more…
The Premise:
We introduce a website called the “Financial Journey” it is a case study of an animated family we call the “Wood Family and cast of characters” who are working to become financially independent.
We present compliant financial concepts and strategies people are unfamiliar with in the forms of animated shows, presentations, case studies, second opinions, and articles that educate, inform and entertain.
Throughout “The Journey” our animated Financial Planners (aFP’s) Max Smart and Guy Ritchie provide second opinions and commentaries on a wide range of financial topics.
The Intent:
To keep you in front of your clients and prospects over the long term using “The Journey” as an educational tool and expanding your centers of influence by developing an extensive opt-in email list and endorsement marketing strategies.
How it works:
As long as the visitor comes to the site via activities initiated by you, or through your “Centers of Influence” or affiliates, we track them through your own unique ID.
Visitors are invited to register for an Online Consultation as they peruse the site.
Introducing the Wood Family and cast of characters who are working to become financially independent.