Client Since: Jan 2019
The Challenge (before Fortuna):
+ Inconsistent lead generation efforts
+ Heavy reliance on cold calling, referrals
+ Unproductive cross referral arrangements
The Results with Fortuna:
+ 10 - 15 meetings per month consistently
+ $13 million in the pipeline because of Fortuna
+ 200+ meetings with quality prospects in 2019
What Jon has to say:
“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.”
Enabling Financial Advisors to compete in the 21st century using the power of video
+ Prepare for a digital and virtual world, build instant credibility, trust and rapport remotelyJOIN THE WAITLIST
+ 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
* Limited to 250 advisors only
Increase reply rates by 200-300%
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.
Effortless client communication
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.
30% Increase in Conversions
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.
Our existing clients have averaged $10M AUM increase in 10 months or less by essentially going door to door on the internet using video
Whether you're a new Financial Advisor or an Industry Vet, Fortuna gives you the tools.
Personalize - get at least 10 new meetings monthly
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!
AI Powered Tone Analyzer
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.
Tracking & Analytics
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.
Reminders & Referrals
Communicate more effectively - never miss another opportunity. Clients will appreciate the personalized interaction. Leverage your relationships and increase income.
Done for you cold video templates
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.
Powerful Features to Help You Get New Clients
Record right within the browser
Leverage the power of Fortuna's fully integrated platform that works where you do. Record prospect videos right where you find them, in your browser, through your email, while browsing Linkedin. Fortuna makes it easy for your to personally reach out to the exact people you want!
Get instantly notified as soon as a prospect views your personal video message. Be always in the know, when a prospect, opens, plays and takes an action on the video you sent!
Add Call-To-Actions within your videos
Adding Call-to-Actions in your video messages has shown to increase response and conversation rates by as much as 56%! Fortuna makes it easy for you to nudge your prospects into taking action!
Distribute videos using personalized landing pages
Every video is displayed on a fully personalized landing page designed just for them. This process is fully automated, and as soon as you save the video, the landing page is automatically generated!
Fortuna offers you seamless integrations to maximize your workflow. Easily connect with any tools you are already using to setup automations. Send pre-recorded videos based on trigger events on your website, newsletters, webinars etc.
Do your business a favour. Start using Fortuna and get remarkable results instantaneously.
Join our invite-only waiting list today - you don't want to miss this.
CREATE PERSONALIZED VIDEOS
With just one click, create intelligent personalized videos that automate, improve and personalize interactions to drastically increase results.
POWERFUL TECHNOLOGY TO AMPLIFY TIME TESTED 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!
WIN NEW CUSTOMERS
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!
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1 software license for live video + recordings
Real Time Analytics
Unlimited Video Sends
Front of the line phone and email support
Gmail/Outlook App and Chrome Extension
Tracking your opportunities with opens, plays and clicks
Access to group coaching sessions
Access to advisor mastermind group
Unlimited Lifetime Access
Pay Once and Enjoy Forever
Access To All New Features
Save $$ In the First Year Already
Invest Smart (In Software)
Great Client Support
30-Day Money Back Guarantee
Discover Fortuna's Team and Enterprise SolutionsLearn More
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