+ 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.”
+ Prepare for a digital and virtual world, build instant credibility, trust and rapport remotely
+ Hyper personalization at scale, essentially going door to door on the internet
+ Support your clients during tough times, interact timely information to convert more opportunities
Chasing clients is tough, whether it be a new prospect or existing client - video garners a faster response and 3x higher click-thru rate leading your customer to actually interact with you. Superior customer experience always wins.
Increase conversion rate with dynamic landing pages and video, a text-based email or LinkedIn message doesn't stand out or differentiate you in any way. Video is the modern weapon of choice.
56% of our clients said that video helps building warmer relationships with clients. Personalize anything (videos, landing pages). Viewers retain 95% of a message when they watch it in a video compared to 10% when reading it in text.
Save countless hours spent gathering client communication for compliance, organize all communicate in one spot. Quarterly review with clients, share a recording. Sending birthday greetings - record it.
"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 own LinkedIn network. When Fortuna was referred to me by a colleague, I was skeptical, but Fortuna has been able to get me the meetings. At this pace, I will close off 2019 with 150 - 200 meetings through your platform. I have over $13 million in the pipeline thanks for Fortuna."- Jon McIntosh, Raintree Financial
"Before I started working with Fortuna, my prospecting consisted of going to conferences, meeting people in person, cold calling into organizations and referrals. As you can imagine, this takes up a lot of time, and honestly cold calling is exhausting. he exposure and awareness Fortuna has been able to bring to my business is amazing. It's been able to get me in front of people that are the exact people want to do business with. The pipeline has never been stronger!" - Mike Miele, Belpointe Asset Management
"I was hesitant at first on the strategy, not knowing what to expect, and even if would really work. But I am happy to say that after using Fortuna for 10 months, I have nothing but good things to say. I'm having conversations right, left and centre. Through Fortuna over the past 10 months, I've closed $3 million in new business, and have 54 new households in the pipeline. This is shaping up to be a great year for our firm! I would not hesitate to recommend Fortuna to anyone within the industry." - Jake Stoneburner, Stoneburner Wealth Management
You're better in person, but today's sales cycle confines you to digital communication. Stand out with your prospecting, client communication and outreach - book 10-14 monthly HNW meetings with qualified investors guaranteed!
Supercharge your emotional intelligence and client empathy by using our built in tone analyzer which converts your speech to text and analyzes it scoring your emotion and communication style.
Save time by using pre-recorded videos as templated responses with a simple click. Help you increase client touch points.
The insights you need are available at your fingertips. Reach back out when you're top of mind. Know who's opening, clicking, and playing - and exactly when. Go as deep as you'd like with analytics.
Communicate more effectively - never miss another opportunity. Clients will appreciate the personalized interaction. Leverage your relationships and increase income.
Choose from over 12 personalized script that have been battle tested to convert. Add a much-needed personal touch without sacrificing the ability to prospect at scale.
With just one click, create intelligent personalized videos that automate, improve and personalize interactions to drastically increase results.
Sell more effectively, ask for referrals in a unique way, stay on top of customers milestones in a remarkable way. Videos ALWAYS make a bigger impact!
More compelling and engaging messaging is a surefire way to ultimately sell more effectively and boost revenue. Advisors NEED videos today to win the modern customer!