Financial Advisor Network A guide to our services

Transcription

1 Financial Advisor Network A guide to our services

2 Welcome We are Oportura. For half a decade, we ve been generating quality leads for Independent Financial Advisors across the UK. Using a range of innovative technologies and marketing methods, we generate over 5000 leads every month. From strong PPC and SEO activity, inbound and outbound telemarketing, PR, display advertising and marketing, to utilising our trusted network of consumer facing websites, SMS marketing and traditional advertising, we don t just provide leads we connect financial advisors with true customers. 2

3 What s the Financial Advisor Network? The Financial Advisor Network will be the UK s leading network of carefully selected, trusted financial advisors. It aims to build a trustworthy bridge between exclusive members and genuine customers, by providing consumers with high-quality, credible advice, and by providing advisors with qualified leads. This is a unique opportunity to be associated with a highly recognised and reputed network that will expose you to your target audience, in a credible fashion. We have insightfully developed a service that consumers will trust and that Independent Financial Advisors want to be associated with. Why join the Financial Advisor Network? Given the RDR, the need to raise your online profile, stand out from your competitors and generate targeted leads has never been more important. But generating leads for our Independent Financial Advisors is not enough. The banks have withdrawn from offering independent advice to customers, which means people will look elsewhere but where? They won t know where to go and who to trust. Additionally, consumers are increasingly searching for information and services online, so Independent Financial Advisors need to have a strong online presence. That s where the Financial Advisor Network comes in. We have insightfully developed a service that consumers will trust and that Independent Financial Advisors want to be associated with. The fact that we thoroughly vet and only accept specifically qualified members, cements the network s credibility. 3

4 Our service What makes the Financial Advisor Network so unique? You ll receive exclusive leads Unlike some lead generation companies, the Financial Advisor Network will generate leads exclusively for your business. Our leads are never sold to more than one company. That s a guarantee. How do we maintain the quality of our leads? We only provide premium leads Because we pride ourselves on making every effort to ensure every part of our lead generation process is as targeted and relevant as possible. Our proactive approach to targeting relevant customers includes: Prominent SEO & PPC campaigns Inbound & outbound telemarketing Promotion via our network of consumer-facing sites Display advertising marketing, SMS & traditional marketing. Receive leads in real-time All our leads are delivered in real-time, which means you ll receive a notification the moment an enquiry occurs either by or SMS (whichever you prefer). Access your leads 24/7 Login to our Financial Advisor Network Member System at any time, where you can view and manage your leads. Be supported by a dedicated Account Manager We will assign a dedicated Account Manager to look after your account to ensure everything runs smoothly and your expectations are met right from the start of our relationship. Your Account Manager will work closely with you to build your online profile, and to ensure you get the most from your membership. And the best part is, the network fits around you. 4

5 Your membership What do you get? Your own Financial Advisor Network directory listing that will: Be highlighted on our flagship consumer-facing website Be heavily promoted to consumers via PR and marketing campaigns Give you a competitive advantage and platform for generating qualified leads Be found by consumers actively looking for financial advice in your area. Your listing will include: Your company details and logo Call me back & send an enquiry options A link to your Financial Advisor Network profile Reviews and ratings from new and existing clients Your Financial Advisor Network membership ID number. A comprehensive Financial Advisor Network online profile page that will: Provide a platform to showcase your business Help you stand out from competitors Generate targeted enquiries Be your very own microsite Generate new clients. Your profile page will: Be fully controllable via your Financial Advisor Network membership login Promoted across the Financial Advisor Network Display your own company profile description Showcase your areas of specialisation Display logos of any professional bodies you are accredited with Display reviews from new and existing clients. 5

6 What else do you get? And there s more Our Financial Advisor Network ratings and review system will: Boost your online credibility Gain trust and generate referrals for new clients Help you stand out from competitors and generate enquiries Be displayed on your directory listing and profile page. Once you re an accredited member of the Financial Advisor Network you ll receive: Instant recognition and trust from being associated with a reputable consumer brand A unique Financial Advisor Network membership ID & certificate Promotion via our Find an IFA Helpline, which will generate more targeted leads Massive exposure across the financial advisor network of 30+ consumer websites Further exposure via a huge consumer-focused PR and marketing campaign Access to high-quality postcode targeted leads. n optimised Google Places listing A that will: Provide you with more online exposure. Our in-house SEO specialists will optimise your Google Places listing to maximise your performance in local search results Promote your telephone number to generate enquiries directly to you Display your Financial Advisor Network membership ID number and profile, to strengthen your online credibility. Your Financial Advisor Network membership login provides: Full access to your lead management and reporting system The option to start and stop your lead supply, at any time Control over your Financial Advisor Network Directory listing Control over your Financial Advisor Network online profile Control over your Financial Advisor Network online reviews and ratings Your personalised Financial Advisor Network logo showing your membership number, which you can download and use across your website and stationery. 6

7 Your membership options What are your options? Each lead costs a fixed price of just (excluding VAT). A flexible membership With multiple subscription options and control over your lead supply, Financial Advisor Network membership gives you complete control over your marketing spend. Want to target leads further afield? Your membership will provide targeted leads and a directory listing from one postcode region. You can target further postcode regions by simply paying an additional 10 each month. How much does it cost to join? It depends how long you would like to subscribe for. Memberships can be taken over one, three, six, or 12 months, and start from as little as 39 per month. The longer your membership, the more cost-effective it is over the longer term. Your membership options Membership type Monthly amount Total cost * Total saving 1 month VAT VAT - 3 months VAT VAT months VAT VAT Months VAT VAT

8 Our terms Payment Membership All membership subscriptions require the first month s payment upfront, which can be paid by BACS, cheque, or over the phone by credit or debit card. For three, six or 12-month membership subscriptions, the subsequent payments are taken by direct debit. You ll receive a 10% discount if you pay your membership subscription upfront, in full*. Leads You will need to pay for leads every 14 days (for each postcode area), which are strictly payable on invoice. You will be invoiced twice each month for leads received within that 14-day period. All payments must be made by BACS, cheque, or over the phone by credit or debit card. You will find detailed payment instructions on the invoice. If payment is not received within 48 hours of the invoice date, or your membership direct debit is not paid, the delivery of your leads will stop and your Financial Advisor Network profile, ratings and directory listing will be removed until payment has been received. Code of conduct Providing an elite, professional service at all times The Financial Advisor Network aims to provide consumers with the very best financial advisors, which is why only specifically qualified independent financial advisors can join. We want to reassure consumers that this is a brand they can trust and rely upon and that all advisors associated with the brand are qualified, which means we check advisors areas of specialisation and that they comply with our code of conduct. As a member, you must agree to: 1. Treat all clients equally and fairly, regardless of their situation, financial position or the advice they require. 2. Endeavour to contact the consumer the same day of receiving the enquiry, or at the latest, the following business day. 3. An initial FREE initial telephone consultation, without obligation. 4. Always be friendly, courteous and professional. 5. Offer the highest level of expertise, advice and service. 6. Act with professionalism, competence, care and diligence. 7. Make every effort to ensure the client understands any financial plan, prior to completion, and the associated costs. 8. Inform the Financial Advisor Network of any change in circumstances that may affect your membership or status as an Independent Financial Adviser. 9. Provide an annual electronic copy of your Statement of Professional Standing and any associated examination certificates relevant to the areas of advice indicated on the Financial Advisor Network website. 10. Ensure that all material collateral used by the Financial Advisor Network meets any regulatory requirements of your business. 8

9 Rejection policy We are committed to treating all our partners fairly and equally. By clearly setting out our lead Rejection Policy, we strive to ensure that you are clear about what we will and won t accept as a rejection. A rejection will be accepted for the following: INVALID NUMBERS The telephone number is not recognised, or the number does not accept incoming calls. This must apply to all numbers provided on the lead form. A FRAUDULENT APPLICATION The person named on the lead confirms to the Financial Advisor Network that they did not submit their details. A HOAX APPLICATION A lead contains a false name e.g. Micky Mouse. DUPLICATE LEADS A lead supplied by the Financial Advisor Network more than once within three (3) months of the original lead date. CONTACT NOT KNOWN A lead where the Financial Advisor Network can confirm that the person named on the lead is not known on the contact numbers provided. AN APPLICATION FROM A MINOR The person named on the lead is under the age of 18. AN APPLICATION FROM A NON-UK TAX PAYER This is anyone who resides outside the UK that you cannot do business with, or does not pay UK tax. What will happen next? A rejection will not be accepted for the following: NO CONTACT If the person named on the lead will not answer your call, or you are diverted to a voic , or standard answering machine message. ADVICE NOT NEEDED If the person named on the lead no longer requires advice. NO PHONE CALL If the person named on the lead would like to initially be contacted by . CHANGE OF HEART If the person named on the lead no longer requires advice and/or states that they were not aware they would receive a call. ADVICE FOUND If the person named on the lead has sourced advice elsewhere and/or is already engaged with another professional/ company. NO CONVERSION If the lead does not convert to business. CONTACT MADE If the Financial Advisor Network (Oportura) confirms that you have engaged with the customer. RELEVANT ADVICE If the person named on the lead requests any area of advice stated on the relevant consumer website. If your reason for rejecting the lead notification is accepted as valid, the following will happen: 1. In the first instance, the rejected lead will be replaced by the next available lead. 2. If you have already paid for the original lead via a previous invoice your account will receive a credit refund, which will be applied to your next invoice. 9

10 Become a member How do I apply? It s easy. All you have to do is contact one of our Financial Advisor Network account managers on and we will send out an application pack. All you need to do then is simply: 1. Complete, sign and return your membership and lead supply agreement 2. Together with the documentation to support your application 3. Make your first membership subscription payment 4. Start receiving leads and building your Financial Advisor Network online profile. Your application pack will contain: The membership and lead supply agreement Documents (such as qualification certificates) to support your application Our full terms and conditions Our full rejection policy The full Financial Advisor Network code of conduct Your Financial Advisor Network online profile requirements. Unsure whether to apply? The financial Advisor Network is suitable if you: Are an Independent Financial Advisor Enjoy excellent working client relationships that will boost your profile Want to be associated with a reputable consumer brand Need a trustworthy source of quality leads Are looking for a cost-effective way to successfully promote your services Want full control over the leads you receive. 10

11 Get in touch If you want to find out more about the Financial Advisor Network, or have any other questions, feel free to call us on or Financial Advisor Network Oportura, Wharfebank House, Wharfebank Business Centre, Ilkley Road, Otley, West Yorkshire, LS21 3JP. Call: Fax: