+ Inconsistent lead generation efforts
+ Heavy reliance on cold calling, referrals
+ Unproductive cross referral arrangements
+ 10 - 15 meetings per month consistently
+ $13 million in the pipeline because of Fortuna
+ 200+ meetings with quality prospects in 2019
“Fortuna has been instrumental in helping me build my business. I use Fortuna as my primary marketing strategy since I can easily get 10 - 15 meetings per month regularly. Fortuna has been able to develop a pipeline for me through my online presence. When Fortuna was referred to me by a colleague, I was skeptical, but Fortuna has helped me close off 2019 with 150 - 200 meetings.
I find working with Fortuna very easy, you guys get me the connections, get me the meetings and the support is great. If there are any issues I am well taken care of and the relationship has been great! The only thing I will have to anyone looking to work with you guys is that they need to be prepared to close deals and build a solid process to handle the volume. If they can do that then it’s great! I have over $13 million in the pipeline thanks for Fortuna.”
What you will learn:
+ How to dominate client acquisition in the digital era
+ The modern way to scale your advisory practice using AI and technology to grow AUM
+ The little-known digital secrets that could amplify your AUM pipeline by complementing your current efforts
+Getting back to the fundamentals so you can focus on business growth
How does Fortuna Work?
Jump on a call with us to find out how we work with our clients. This is the call we determine mutual fit and goals.
Our growth specialists work with you to determine your niche. This is where we finalize the ongoing marketing strategy.
Fortuna is a technology company first, and in this we provide advanced AI powered tools to help you engage, connect and qualify prospects.
Your exclusive Fortuna Profile page. This is your online business card. We add you to our directory run the SEO/marketing, you reap the benefits.
This is your full content strategy for the 10 months of our promise. We work with you to design, implement and distribute this content.
Leverage our advanced in-house tools to automate the distribution for all content across all social and online channels. Vastly increasing your range.
We are here for you as much or as little as you want. Our goal is to help you grow, and for that we make ourselves available anytime you need!