A prospecting tool for the advisors who haven’t taken your call — and a way to stay top of mind with the ones who already know you.
One page, sent from your own inbox. It builds your name across the territory, turns activity into meetings, and shows you who’s paying attention.
Most of what you send disappears into an inbox and you never learn whether it was read. This gives an advisor a reason to stop — and shows you which ones did.
A minute of you on camera — what you cover, how you’re useful, why they should care. A face to the name, before you ever get in the room. An advisor who has already met you takes a different call than one fielding a cold name, and they watch it when it suits them.
Right below your video, the page asks if they’d like to meet. That’s the moment they’re most likely to say yes, and it takes them one click — no reply, no phone tag. They can also type what they want to cover, so you show up already knowing the agenda.
Webinars, office hours, a lunch. Anyone holding your link RSVPs in one click and it lands in your queue with their name on it — no form, no reply-all, no chasing a list the week before. Works the same on the book you already have as on the ones you’re trying to win.
Link the fact sheets, commentary, and firm pages you’d have attached anyway — they open on your firm’s own site, nothing is copied here. What you get back is which ones an advisor actually opened, so your follow-up is about the thing they read rather than a guess.
It isn’t a brochure you print once. Record a new sixty-second intro on your phone and the page is current in a couple of minutes.
The link never changes. Send an advisor their link once and every time you update the page, that same link shows them what’s current — which is what makes this a way to stay in front of the book you already have, not just a tool for winning new ones.
It all lives in one screen. If you can record a video on your phone, you can run the rest of it.
Your name, your coverage, a short line about how you work. Record the intro on your phone. Add your links and your events. 20 minutes, once.
Each advisor gets their own link, from your own inbox. They’re greeted by name when they open it — nothing to install, nothing to sign into.
Who opened it, what they watched, which materials they read, when they were last there. Then call the ones who did.
One seat, one page, your territory. Pay yearly or monthly — same product either way.
This page links to your firm’s material — it never hosts it. Fact sheets and commentary stay on your firm’s own site and open there.