Completely Automated Follow-Up
Respond Instantly, and Follow-up Persistently
The Prospecting Assistant automatically detects leads as they come in, and triggers a message within minutes.
The system will persistently follow up until you get a response, and pause automatically when it detects interaction.
Save time and improve conversion with automatic lead follow-up.
Content That Drives Engagement
Harbor’s built-in re-written content, and a interactive quizzes that demonstrate your value.
Prospects are flooded with offers to help from other advisors.
Harbor’s built-in campaigns and fully white-labeled tools like the Financial Health Quiz are optimized to capture attention, and drive engagement.
The result: a 50% higher response rate.
Don’t Take Our Word For It
Watch a video testimonial from Ford Stokes
“I’ve got 5 meetings on our next business day, and 3 of them came through the Harbor Plan system. It’s a good situation”
- Ford Stokes, Active Wealth Management
Review a Case Study with Adam Harding
Harbor’s Financial Health Quiz re-activated several old leads that I had been trying to convert for months. One of those leads is now a $1.5M client. I was really impressed with the results.
- Adam Harding, Adam Harding Investments
Ready to start prospecting more efficiently?
Works with these lead sources, and more…