Overcome common obstacles with our Relationship Intelligence CRM, designed to streamline business development and accelerate revenue growth for new advisors.
Growth in the financial advisory business is hindered by a high failure rate, with 80% to 90% of financial advisors not making it past the first three years. New advisors face three major obstacles: a steep learning curve, heavy reliance on senior advisors for business development guidance, and a lengthy time to establish a sufficient revenue stream.
Prospector PRO delivers smart profiles that guide advisors in identifying their ideal client persona and developing prospects that align with this target audience, accelerating the process of building a sustainable revenue stream.Platform helps new advisors make strategic business development networking decisions from the start, reducing the learning curve and empowering them to drive their own success.
Partner with your colleagues to collectively leverage each other networks and request personalised introduction to your next big deal.
Save 7.5h of manual data entry and updates per week. With our automated CRM record enrichment system capturing all interactions, giving you and your team the visibility necessary to focus on building your future revenue pipeline.
Turn your relationships into revenueRequest Demo