Business Builder Powered By Salesgenie Webinar Series

Webinar #1: Getting Started
Date: September 30, 2008

How would you like to spend more time converting prospects into clients and less time prospecting?  Registered Rep.’s Business Builder powered by Salesgenie can help. The most valuable (and successful) producers are those who maximize their potential client “face time” and eliminate ineffective and often wasteful prospecting. That’s why producers and management are justified in having an exceptionally high expectation of lead quality. A producer’s time is precious and a poorly aligned prospect can cost thousands of dollars in both real and opportunity cost. With this Webinar you will learn:

• A brief overview of the service and how it works
• Available features and benefits
• How to generate a list of business prospects
• Ways to generate a list of consumer prospects

 

Webinar #2: Targeting The Right Prospects
Date: November 2009

Targeted prospects are the leads that producers covet and celebrate. They are the prospects that are “in profile” and fit comfortably within your pipeline. Targeted prospects have extremely high close rates in the hands of a professional producer. Registered Rep.’s Business Builder powered by Salesgenie is able to deliver these targeted prospects directly to your desktop. The richness of the prospect intelligence gives all the ‘door opening’ information a producer needs to feel comfortable in reaching out and engaging with every prospect. By attending this Webinar you will learn:

• Detailed search selections that allow you to zero in on more prospects like your best clients
• Client analyzer techniques that allow you to upload your client base and identify key denominators of your best clients
• Easy ways to receive new lead alerts

 

Webinar #3: Marketing Best Practices
Date: January 2010

Understanding your response rate on a targeted marketing campaign will help you determine your best course of action. Knowing who your clients are and marketing to prospects that match your current book will allow you to increase your return on investment with small, targeted campaigns. With this and Registered Rep.’s Business Builder powered by Salesgenie built-in contact manager you can track your results to identify which marketing campaign best fits your business. Sign up for this Webinar and discover:

• Best practices for developing small, targeted campaigns
• Features and benefits of our contact manager system
• Effective methods for tracking results
• How to increase your mail campaign response rate

Webinar #4: Identifying Prospects For Possible Financial Needs Planning
Date: March 2010

Every producer finds their niche for building their business. Whether that is helping young married couples with a new home and 1.5 children or the baby-boomer market, Registered Rep.’s Business Builder powered by Salesgenie can help identify and select your particular niche. Most importantly, we’ll not only help you identify who you work with best but eliminate those that may look like your best clients but don’t have the household income that you are searching for.  This Webinar will help you work smarter, not harder, by allowing you to find new prospects by:

• Age range
• Households with children
• Home value
• Household income
• Marital status

 

Webinar #5: Locating Affluent Prospects Using Our Business Database
Date: May 2010

We understand that each producer gets to a point in their business where they don’t want to—or no longer have the time to—build their book with more of the same “average clients” and pursue only affluent clients. Registered Rep.’s Business Builder powered by Salesgenie can help you identify more C-level executives, doctors, business owners, etc. that fit the mold. There’s no better way to provide a “names to feed list” when asking your affluent clients for referrals. Attend this Webinar and learn the fastest and most efficient ways to target:

• C-Level executives
• Doctors
• Business owners
• Other affluent prospects

 

Webinar #6: Identifying Annuity Prospects And Tapping Into The Senior Market
Date: July 2010

Annuity business is big business. IRA minimum disbursements are required to begin at age 70½.  Registered Rep.’s Business Builder powered by Salesgenie will help you identify those about to hit the 70½ mark and potentially rollover their IRA. If you’re already making money in the annuity business, continue on with offering other senior market-related products. And target prospects by wealth, birth month, neighborhoods and more to offer the best solution for this highly lucrative market. This Webinar will help you learn:

• How to find those turning 70 ½ for annuity business using:
• Geographical location
• Wealth finder tools
• Home value
• Targeting senior market prospects by:
• Birth month
• Spouses
• Neighborhood canvassing that allows you to identify more seniors in the surrounding radius