Convert Prospects to Clients

We help you take the prospective clients you already have and convert them into clients by helping you SHOW prospects what you do. Most people don’t understand and fully grasp the power of financial planning. But by using the Elements vital signs, you can start to quickly answer questions like “Am I doing ok?”, “Am I on track to make work optional?”.

Step 1: Onboard prospect to Elements.

There are two ways to do this:

1. Send the prospect a link to onboard themselves. Here's how. 
2. Upload their data yourself
   1. If you currently have their financial data in another planning software, you can easily populate the scorecard for them cutting down the work it takes for the client. Here's how.

To note: Someone who doesn’t know anything about you or your firm will likely NOT take the time to give you all their financial data. It is too big of an ask. Furthermore, people would rather talk about sex or religion than money. Which is why it is so important that they’ve been nurtured along the way. Help them build trust in what you can do for them by creating great content.

Check out our podcast episode: High Impact, Low Cost Marketing which explains this concept in more detail. 

Step 2: Create/Provide a free financial assessment.

Because interpreting the scorecard takes 5 min or less, you can easily communicate to the prospect about their strengths, areas of improvement, and questions you have quickly from the scorecard. You can even provide high-level advice to help them really see what it would be like to work with you and start easing their financial concerns.  

1. If you are meeting with the prospect, you can easily provide their assessment live. 
2. When you haven’t met the prospect, all of the above can easily be accomplished by recording a quick video or email and asking them to schedule a follow-up meeting with you. 
3. Think about what questions the scorecard surfaces and how you can use these questions to generate a good conversation with the prospect to show that you actually care to help them. 

Below is an example of advisors talking through how they take the scorecard initially and what value it can bring to the client right off the bat. 

How do I explain what Elements is to my Clients? 

If you aren't sure how to explain Elements to your clients, be sure to check out the course we have on "Introducing to Clients".

Additional Ways to Add Value:

• Do a values exercise and discuss what is most important to the prospect and what they hope to achieve working with an advisor. Here's how.
• Create a One Page Plan for the prospect to help them know you listened to them and documented what they said. Heres how.