Retouch: Find lost opportunities

The chance to revisit a dormant relationship is just as valuable as starting a new one.  During the course of your career, you will meet 1,000's of potential clients.  For some of them the fit will be wrong, but for many of them it's more of a question of timing than of fit.   Reaching them with the right content can make all the difference for bringing them back into orbit with you.

Ravenswood Planning keeps an extensive CRM.   Every single person met by the firm's founder Ray Degler over the last five years has been logged into their CRM!  Recently they began a process of deciding what to do about reaching out to this extensive list of contacts.

 
Motivate Action.png
 

As they kicked off the process of selecting a strategy for reaching back out to dormant CRM contacts, they met Harbor at a financial planning conference.  

Ray appreciated Harbor's technology as a low-pressure way to retouch prospects, delivering them value in the process.  Harbor's technology gives the consumer a crash course in financial advice and their financial readiness, and offers them options for working with Ravenswood on implementing their plan.

 

 
 
We found it a great way to put people in the mindset for financial planning, even if they haven’t thought about it for years
 
 

 

Retouch with Harbor

 
 Harbor's interactive onboarding, dynamic action plan, and engaging tools help prospects discover the value of financial advice

Harbor's interactive onboarding, dynamic action plan, and engaging tools help prospects discover the value of financial advice

Harbor's Financial Health Quiz is designed to show the value of financial planning, and to let the prospect discover it on their own, if preferred.

 

The product is designed to be light and approachable, without excessive investments of time or financial knowledge needed from the user.

 Easy and approachable graphics and a straightforward process help get clients engaged

Easy and approachable graphics and a straightforward process help get clients engaged

Retouch your business

Installing Harbor on your website takes less than a day, but can make an overnight difference in attracting the attention of clients and prospects.  Get in touch with info@harborplan.com for a demo of Harbor's capabilities.