and Financial Advisors
With over 15 years of internet marketing experience, we are changing the way advisors market. From proven seminar invites and presentations to fully automated marketing engines, we have the tools you need. Don’t have the experience to Design, Manage & Deploy web-based marketing campaigns? Leave the heavy lifting to us. Each advisor’s campaign is uniquely managed to optimize and qualify traffic.
You are just one phone call away from changing the course of your practice and boosting your sales into the 21st century! Call PlanMyBenefit Today!
Effecient, Effective Marketing Campaigns Uniquely Designed to Boost Your Sales
In the independent financial channel it can be easy to get left behind by the technology and marketing campaigns of large local competetors. Having the ability to generate clear, conscise sales proposals and calcualtions is crucial to your success. Our members gain access to an entire suite of financial planning tools including nine easy-to-use sales illustrations.
The world in which we live and the way in which we market is changing at an eye popping speed. Need to move your marketing methods into the 21st century, but don’t have the know how or staff? Let us manage and maintain your customized web-based marketing campaign. How about conducting webinars from the comfort of your home? Interested in a steady flow of qualified prospects? Our proven marketing models and methods are changing the industry. Come join the fastest growing group of like-minded financial professionals. With a vested interest in seeing you succeed, our success is ensured by yours!
Unlike other marketing orginizations, our model is designed so that you succeed. We offer two unique models for participation. Our standard PMB member package includes the tools, training, and resources designed to set yourself apart from the competition. If you meet the criteria to be eligible for the PMB Partner Program you would enjoy additional benefits. Customized, co-branded, automated marketing campaigns set our Partner Members apart in the community. Cutting edge, high net-worth case design and planning services will enstill confidence in yoour prospects.
Training & Resources
In order for our members to obtain a fundamental level of Sales and Social Security knowledge, we require that all PMB members pass our five module online training course. This on-demand training ensures that our members have an understanding of how to properly plan and coordinate Social Security benefits with other assets and income streams in retirement. Our resource center, available exclusively to members, has the information and supporting documentation that you need to close more busniess. Everything from PowerPoint Presentations and Seminar Invites, to our control panel to access you leads is located in the PMB Resource Center.
Turn Key RIA Platform
While we spend hours helping our clients plan for their future, we often overlook our own. Reoccuring revenue bring peace of mind and value to your practice. Our turn key RIA platform will help you gather and retain more assets under management. Clear, Conscice, Competetive Portfolio Management is the engine that drives our client’s financial plan. From tactical portfolio management to low cost passive indexing we have the solutions you need to build a relaible, substainable securities practice. Interested in better customer service but don’t want to go through the headache of transfering hundreds of clients from your current RIA? Let our internal transfer team expiditie the process by preparing pre-filled, cusomized transfer packets for each individual client.
Contracting & Support
Did you know that PMB was a full service FMO offering top-level insurance companies and contracting? Unlike other marketing orginazations who focus on contracting, we focus on your service and success. Instead of simply handing you marketing tools and techniques, we deploy marketing campaigns on your behalf in your market which are designed to automate a consistent flow of qualified prospects. From simple carrier illustrations to full blown financial plans, we use the latest in cutting edge financial planning systems and software to give you an edge over your competition. Most case design is completed within a 48 hour window. Want to use the “Team Approach” to close those large cases? Every month one of our Business Development Specialists helps a member close a case via Skype, Goto Meeting, or conference call (may vary from state to state).