1. Is this platform compliant?
Yes, we are compliance approved at most brokerages and wirehouses. This platform was designed from the get go to make sure we don't run afoul of any SEC and FINRA compliance guidelines. We don't solicit clients for services or products using the messaging. If there are any compliance questions, we work directly with your compliance officer to resolve them.
2. How well does this work?
In our experience each client and practice is different. This being said, however all businesses need exposure, visibility and to stay in front of their ideal prospects. Engagement using Fortuna IO has shown excellent results and can guarantee between 5 and 10 meetings per month.
Fortuna IO ensures a steady stream of hot leads for you by utilizing the connection invites and messages that are designed to get responses and meetings for our Clients.
We continually fine-tune our messaging and strategy to ensure we double down of what works and drop what doesn't.
3. How does Fortuna know that my target clients are on social media?
Simple answer, because the data tells us. Social media today has the reach to directly connect to you any persona you could be looking for. Just do a quick google search for stats on social media demographics, and you will see that your target market is doing research, looking for referrals, and "keeping their finger on the pulse" of business. These days, everything starts online.
4. Who are you guys anyway?
We have a very diverse group of individuals calling Fortuna their home, we are ex-advisors, bankers, tech-nerds, data scientists and engineers. Our past experience includes work for companies like CIBC Asset Management, TD Waterhouse, RBC GAM, IBM, Microsoft, Oracle and a University professorship to boot. We all are passionate about making sure our clients are as successful in their businesses as they can be.
5. I want to wait to implement a solution like this...
You absolutely can, but you will be leaving a lot of opportunity on the table. Others out there are already implementing this strategy, social media is basically table stakes in this day and age and an automated automated social prospecting tool like this helps you create a new avenue of qualified leads.
6. Could this be considered cold outreach?
Yes, but remember this isn’t your typical “cold outreach”. The messages only go to those people that are in your niche target and have been thoroughly vetted. Then the AI system starts building the relationship, visiting their profiles, adding them, and then messaging them. Once you get that meeting, its no-longer cold outreach.
7. What exactly do I get when I sign up?
A done for you prospecting service. We do a consulting session with you to understand your market, and ideal client profile. Based on our discussion, we design and build the messaging and from there our AI based system takes over, connecting, messaging and following up with prospects to help book your calendar.
8. What can I do ensure success by using Fortuna IO?
We can only take you so far. That is why we work with you to ensure that the first impression that the client has of you is a good one. We do this by helping you spruce up your social profiles to highlight who you are, and how you are the right person for them to talk to.
9. Who owns the messaging, data and client relationships?
You own all the messaging, the data and the client relationships.
10. How do you deal with capacity issues?
We have a very strict limit on how many clients are using our platform from the same geographical region. Our ratio for clients to public is 1:50,000. In other words, we only on-board 1 client for every 50,000 in population.
11. What if I don't have budget for a tool like this?
This is a business development tool that will help you generate qualified leads. Think about how much you would pay for a lead who is willing to get a phone call or meet for coffee with you - we provide 5-10 of these leads per month and if you close 1 of those leads, the tool will pay for itself.
12. Will this really work for me?
Yes, this is just a digital marketing tool. We use it with hundreds of clients across North America, in fact we use it for our sales and marketing efforts as well. Rest assured, this will work for you really well especially if you are just starting out and are looking for ways to attract your core base of customers or looking for new ways to accelerate fill your funnel
13. What are the next steps?
Book a 15-min discovery call with one of our Growth Team members to talk about whether social prospecting can work for you and your business.
14. How many new clients will I get from this?
We don’t give you clients, we give you qualified leads that want to talk to you. Your results will be unique to you and your business. If you have a great offer and a proven sales strategy, you will see results.
15. Is it hard to set up?
No, it's very easy. In our most popular package, we help you get set-up and comfortable with the platform, and then our A.I. does the rest. You will also have a dedicated client success manager available if you have any questions or concerns throughout your engagement with Fortuna.
16. What does my Profile need to communicate?
You need to have a clean, informative profile that communicates your value, has a call to action (CTA) and shows who you are. You really need to convey your unique value proposition and how you help your clients.