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A better way to present financial advice
Harbor's Prospecting Assistant helps you turn leads into prospects, and prospects into happy clients.
Engage and attract new prospects
Light-touch quizzes give your skeptical leads a way to interact with you, transforming them into engaged prospects.
Save time collecting data & qualifying leads
Digital tools collect the details for you, so you can focus on the leads that are the best fit for your practice.
Demonstrate your insight and value
Personalized ideas for every prospect, showing exactly how you can help them and what it's worth.
Keep the conversation going
Automatically send targeted follow-ups to prospects, chosen from a wide library of interactive content.
Key Features
Supercharged lead magnet
Acquire Leads 3x More Effectively
Whether it's on your website, or posted to LinkedIn, the Financial Discovery quiz converts views into leads more efficiently than traditional lead magnets like newsletters or eBook downloads that most people don't have time for.
Attract more leads by offering instant value to the consumer, in a fun and interactive package.
“Within a month of adding the Financial Health Quiz to our homepage, we increased our site conversion from 1 or 2 per month to over 10, with much richer financial data. ”
Designed to capture leads from every channel.
Effortless lead intake and qualification
Avoid Hours of Tedious Phonecalls
Before you even get on the phone, interactive tools handle the busywork of capturing the facts you need to triage your leads, and prepare compelling proposals for interesting ones.
And clients get immediate value, so it never feels like "homework" for them.
“The Prospecting Assistant saves me over $2,000/month in productivity by screening the most promising leads for me to focus on.”
Keep the conversation going
Stay Top of Mind with the Perfect Follow-Up
Prospects don't always become clients right away. The Prospecting Assistant tracks every lead for you, periodically sending personalized follow-up content so you stay top of mind.
Just like the Financial Health Quiz, every item in the content library is fully interactive. That allows you to track engagement and continue learning about a prospect.
Interactive content covering the full range of planning topics.
You're in good company
Harbor serves a diverse group of Investment Advisors and Certified Financial Planners committed to offering better, more personalized advice.
