The "Holy Grail" Of Marketing For Annuity Agents and Financial Advisors
The All-In-One Marketing CRM Specifically For The Retirement Industry
EliteAdvisor: The All-In-One Marketing CRM Designed Specifically For Financial Advisors
The CRM that has everything you need as a Financial Advisor to both GENERATE LEADS & CONVERT LEADS into new clients:
- Proven Lead Generation Strategies specifically for generating business loan leads, including our brand new "Facebook Group Prospecting" strategy.
- Pre-built lead generation funnels for pre-qualifying leads and booking appointments.
- Pre-built lead follow up campaigns including long-term email and text follow-up.
- Business Funding Toolkit Lead Magnet that entices people to optin to your funnels on complete auto-pilot.
- Monthly Done-For-You social media posts to help convert potential prospects into actual leads
- Automated Lead Management CRM for organizing and tracking your entire pipeline of leads.
- BONUS: 250 FREE Business Contacts to run through our powerful "Custom Plan" Email Marketing System to generate appointments right away
- And much, MUCH more...
EliteAdvisor Was Built To Completely Transform Marketing For The Retirement Industry
EliteAdvisor focuses on the 2 core components of building a successful retirement business: Lead Generation and Lead Conversion.
With these 2 core components in mind, we've put in place the most powerful systems the industry has ever seen to accomplish both.
EliteAdvisor literally gives you everything you could ever possibly need to build a very successful retirement business.
EliteBroker Was Built To Completely Transform Marketing For The Lending Industry
EliteBroker focuses on the 2 core components of building a successful lending business: Lead Generation and Lead Conversion.
With these 2 core components in mind, we've put in place the most powerful systems the industry has ever seen to accomplish both.
EliteBroker literally gives you everything you could ever possibly need to build a very successful loan broker business.
Features
- Email Marketing
- SMS Marketing
- Automated Power-Dialer
- Appointment Calendar
- Lead Management CRM
- Pre-built Business Loan Funnels
- Business Loan Guide and Calculator
Lead Generation
- Facebook "Group Prospecting" Lead Generation Templates
- Proven "Custom Plan" Email Marketing System
- "List-Reactivation" Campaigns
- 250 FREE Business Contacts for Database Reactivation Campaign
- 4 Pre-Done Business Loan Social Media Posts Every Month
Lead Conversion
- 30+ Pre-Written, Email Follow-up Campaign Templates
- Automated SMS Text Campaigns
- Appointment "No-Show" Reschedule Campaigns
- "App Denied" Long Term Follow-up Campaign (Coming Soon)
- Instant Lead Notifications
Features
- Email Marketing
- SMS Marketing
- Appointment Calendar
- Lead Management CRM
- Automated Power-Dialer
- Pre-built Business Loan Funnels
- Business Loan Guide and Calculator
Lead Generation
- "Group Prospecting" Lead Generation Strategies
- Step-by-step Facebook ads training and strategies
- Proven "Custom Plan" Email Marketing System
- "List-Reactivation" Campaigns
- 250 FREE Business Contacts for Database Reactivation Campaign
4 Pre-Done Business Loan Social Media Posts Every Month
Lead Conversion
- 30+ Pre-Written, Email Follow-up Campaign Templates
- Automated SMS Text Campaigns
- Appointment "No-Show" Reschedule Campaigns
- "App Denied" Long Term Follow-up Campaign (Coming Soon)
- Instant Lead Notifications
EliteAdvisors Getting Results:
- BONUS: EliteAdvisor is also a Funnel Builder and comes pre-loaded with customizable Funnels and Marketing Campaigns to help you generate and close more retirement leads! We have free Retirement Guides you can offer, a Pre-Qualification Funnel, Appointment Funnel, and more!
- BONUS: EliteBroker is also a Funnel Builder and comes pre-loaded with customizable Funnels and Marketing Campaigns to help you generate and close more business loan leads! We have free Business Loan Guides you can offer, a Pre-Qualification Funnel, Appointment Funnel, and more!
With your EliteAdvisor account you have unlimited contacts, live chat support, exclusive lead generation training, 250 FREE business contacts, monthly social media posts…
With your EliteBroker account you have unlimited contacts, live chat support, exclusive lead generation training, 250 FREE business contacts, monthly social media posts…
Additional Features:
Additional Features:
CRM
- Bulk import your existing leads
- Add tasks and notes to your leads
- See (and respond) to all incoming messages in one "inbox" view
- Email and text back forth with your leads right from the software
- Easily move leads from one stage of your pipeline to another
Marketing
- Send bulk emails to all of your leads or by specific tags
- Send a bulk text message to all of your leads or by tags
- Create voicemail drops to send a voicemail to all of your leads or a specific segment of your list
- Add contacts in bulk to your email and text campaigns
- Build your own custom funnels, emails, and text campaigns
Misc
- Add unlimited team members
- Website Chat Widget
- Request reviews from clients
- Comprehensive Dashboard
- Google and Facebook ads reporting
Support
- Exclusive Facebook Group
- Ongoing training
- Live chat
- Email support
- Active community
CRM
- Bulk import your existing leads
- Add tasks and notes to your leads
- See (and respond) to all incoming messages in one "inbox" view
- Email and text back forth with your leads right from the software
- Easily move leads from one stage of your pipeline to another
Marketing
- Send bulk emails to all of your leads or by specific tags
- Send a bulk text message to all of your leads or by tags
- Create voicemail drops to send a voicemail to all of your leads or a specific segment of your list
- Add contacts in bulk to your email and text campaigns
- Build your own custom funnels, emails, and text campaigns
Misc
- Add unlimited team members
- Website Chat Widget
- Request reviews from clients
- Comprehensive Dashboard
- Google and Facebook ads reporting
Support
- Exclusive Facebook Group
- Ongoing training
- Live Chat
- Email support
- Active community
Monthly Social Media Posts
TURN YOUR SOCIAL MEDIA INTO A LEAD GENERATION MACHINE
Monthly Social Media Posts
TURN YOUR SOCIAL MEDIA INTO A LEAD GENERATION MACHINE
Get access to multiple pre-made social media posts every month that you can share to all of your social media platforms.
- Build authority
- Become the Business Funding Expert in your community
- Generate leads and appointments organically over time
- No design or tech skills needed. Just download and post!
Get access to multiple pre-made social media posts every month that you can share to all of your social media platforms.
- Build authority
- Become the Business Funding Expert in your community
- Generate leads and appointments organically over time
- No design or tech skills needed. Just download and post!
7+ Marketing Tools All-In-One
THROW AWAY ALL THESE OLD, CONFUSING APPS NOW!
EliteBroker simplifies your technology and makes it the only program you need. Now you can get rid of:
Email Marketing: Mailchimp, Constant Contact, AWeber, etc.
SMS Marketing: TextMagic, ClickSend, etc.
Booking and Appointments: Calendly, ScheduleOnce, etc.
CRM and Pipeline Management: Zoho, Pipedrive, SalesForce, etc.
Automation: Zapier
Power Dialer: PhoneBurner, Five9, Ninja Dialer, etc.
Funnel Builder: ClickFunnels, Katra, Leadpages, GrooveFunnels, etc.
EliteBroker simplifies your technology and makes it the only program you need. Now you can get rid of:
Email Marketing: Mailchimp, Constant Contact, AWeber, etc.
SMS Marketing: TextMagic, ClickSend, etc.
Booking and Appointments: Calendly, ScheduleOnce, etc.
CRM and Pipeline Management: Zoho, Pipedrive, SalesForce, etc.
Automation: Zapier
Power Dialer: PhoneBurner, Five9, Ninja Dialer, etc.
Funnel Builder: ClickFunnels, Katra, Leadpages, GrooveFunnels, etc.
The Ultimate Retirement Marketing CRM
Imagine having everything you could ever possibly need to generate and convert more retirement leads every single month without spending thousands on marketing agencies and crappy lead vendors...
"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse nisl mauris, mattis a pulvinar vitae, blandit in nisi. Quisque ultrices dui ac erat efficitur consequat. Duis molestie nibh id nisl scelerisque, in tincidunt erat feugiat. Sed mattis euismod metus sit amet elementum. Morbi eu sem vel nunc venenatis semper."
— Client's Name
When You Sign Up For EliteAdvisor:
- You will be setup with a brand new account and given instant access to the CRM.
- Get access to step-by-step video training on how to start using EliteAdvisor right away.
- Get access to the Lead Generation training members area.
- You will receive an email with your 250 business contacts to start marketing to.
- Onboarding call with our support team to make sure you get setup ASAP.
When You Sign Up For EliteBroker:
- You will be setup with a brand new account and given instant access to the CRM.
- Get access to step-by-step video training on how to start using EliteBroker right away.
- Get access to the Lead Generation training members area.
- You will receive an email with your 2,500 business contacts to start marketing to.
- Onboarding call with our support team to make sure you get setup ASAP.
Frequently Asked Questions
Q: Are there any other fees?
A: Only for text and emails, which are about a penny per text and less than a penny for emails. But we credit you a large number of texts and emails every month which is plenty to start with. If you are going to be implementing the lead generation strategies we teach and recommend, you'll need some additional tools. Most have free trials we can provide and range from $47/mo - $99/mo depending on the strategy you use and are very worth the cost.
Q: What if I'm not tech savvy?
A: No worries! EliteAdvisor is incredibly easy to use. We've pre-built everything you need and have step-by-step video instructions on how to use the entire software. We also schedule an onboarding call with you to walk through the main features you need to get started.
Q: What lead generation strategies do you teach?
A: We have multiple strategies we teach. One strategy is our "Custom Plan" email marketing system. This is a great strategy for large email lists, which we provide you with 250 business emails to start and give you an opportunity to purchase more if you'd like. Another strategy is our "Group Prospecing" direct outreach system. This is an automated system that allows you to connect with ideal prospects inside of Facebook and LinkedIn groups.
Q: How will EliteBroker help me close more loans?
A: We give you all the tools you could ever possibly need to generate and convert business loan leads into closed deals. Everything from long-term automated follow-up, to appointment generating funnels, to proprietary lead generation training and strategies.
Q: How many contacts can I have in my account?
A: Unlimited. EliteAdvisor allows you to generate and import as many contacts as you want.
Q: What if I get stuck on something?
A: EliteAdvisor provides amazing support. You have three main ways to get help: the Facebook group, email, and live chat during business hours.
"Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse nisl mauris, mattis a pulvinar vitae, blandit in nisi. Quisque ultrices dui ac erat efficitur consequat. Duis molestie nibh id nisl scelerisque, in tincidunt erat feugiat. Sed mattis euismod metus sit amet elementum. Morbi eu sem vel nunc venenatis semper."
— Client's Name
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