Save On Advice

Welcome to our new LinkedIn Page. Save On Advice provides Financial Advisors with a steady flow of qualified clients, who are looking to invest in their financial future. •Ads getting flagged due to compliance issues? We know the correct wording to use to get products and services in front of your prospects. We market on behalf of our global network of Financial Advisers and refer the clients to you directly •Constantly prospecting with poor results? We focus campaigns on YOUR market, creating higher rate of booked meetings •Paying extra overhead for a coordinator? We take the bulk of the work a coordinator does and successfully implements it from our office. No need for workman’s comp, extra office space •Tired of hiring and training new staff to fit your workflow? Our team of experts will work with you for a fraction of the cost of hiring new staff and paying high commissions Our combined experience of 5 years, we have had the pleasure of working and supporting Financial Advisers as coordinators and marketers. With our teams’ experience, we know what financial advisers are looking for and how to fill their calendar with qualified candidates of their service. This includes but is not limited to: •Creating killer ads to attract ideal clients •Contacting prospects directly, qualifying them, and booking prospects into your calendar •Follow up with prospects who may “fall through the cracks” to ensure maximum booking opportunities •Setting up email campaigns to keep your current and prospective clients engaged If you want to close a higher rate of newly qualified clients by simply showing up to pre-booked, recommended meetings, please get in touch with Save On Advice by messaging us and let’s connect! info@saveonadvice.com