Qualify: Stop wasting time on bad leads
If it's part of your job to save your clients time and stress, why shouldn't you also have some help in saving some time and stress?
BigRIA in Virgina has grown quickly. The have grown by focusing on a core set of clients for whom their income-focused approach to retirement planning resonates. The clients they work with generally need more than $500k but less than $2m in assets in order to thread the needle of liquidity and uncertainty that their income strategies successfully address.
As BigRIA's reputation has grown, and as its local radio show has grown more effectively generating interest in their services, their management team has found many of the firms 11 advisors getting tied up in meetings with inappropriately matched prospects with either too much wealth or too little wealth, or the wrong philosophies on investing.
BigRIA, identifying as many as 20 wasted prospect conversations per week, found Harbor and asked us about the possibility of using our software for lead qualification and dynamic routing. They were the inspiration for the Financial Health Quiz's "screening criteria" allowing you to send some prospects toward time with your advisors and other (less well suited) prospects toward education materials to save your advisors the time.
Qualify with Harbor
When a prospect goes through Harbor's Financial Health Quiz, it records data about their financial situation, goals, and priorities. It's an easy screen on how to address the prospect and how much effort to make.
Additionally, Harbor's technology allows you to set criteria to route clients with different qualities to different destinations in your experience. This lets you focus on high fit prospects while sending prospects with worse fits for your practice to other materials.
A Qualified approach
Installing Harbor on your website takes less than a day, but can make an overnight difference in how you attract the attention of clients and prospects. Get in touch with firstname.lastname@example.org for a demo of Harbor's capabilities.