Attract an Audience, Generate leads and Make Sales

Conversion-Optimized Websites, Videos & Workshop Courses

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4 Core Retirement Planning Topics

  • Social Security Maximization
  • Retirement Plan Harvesting
  • Tax Wise Retirement
  • Mastering Medicare

WEBSITES

The Easiest Way to Attract an Audience and Capture Leads

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Our websites contain retirement planning resources to grow your audience and capture leads

Personalized To Enhance Your Credibility

The focus is on you and your ability to help educate clients on key retirement planning issues

Online Videos & Recorded Webinars

Give prospects an easy way to learn about Social Security, retirement plans, taxes and Medicare

Instant Notification When Visitors View Your Websites Videos and Webinars

You'll receive an email with your prospect's contact information anytime a video or webinar is viewed

Online Scheduling And RSVP System For Your Local Workshops

Increase attendance with an easy to use online workshop scheduling and RSVP platform built right into your site

VISIT SAMPLE WEBSITE

ENGAGE

Online Videos and Webinars Will Engage Your Prospects

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Video is how people want to learn and your Advisor POWr website comes with educational videos and webinars on key retirement planning topics

  • 4

    Recorded Webinars

  • 6

    Tax & Retirement Plan Videos

  • 9

    Social Security Videos

  • 6

    Medicare Videos

VISIT SAMPLE WEBSITE

LEAD CONVERSION

Get What You Really Want... Actionable Leads!

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Having more prospects is great but what you really want are actionable leads.

Throughout your Advisor POWr website, links appear designed to encourage prospects to request personalized reports that can help them properly time Social Security or see how long their retirement income will last.

As your website visitors opt-in to receive these reports, you are immediately sent an email that provides the prospect’s contact information so that you can follow up.

Contact these prospects, collect the information you need to prepare their report and you’re on your way to an actionable lead.

(Advisor POWr does not provide these reports or the software needed to prepare them. Advisors will need to use their own software or we will be happy to provide a list of vendors who offer software designed to prepare these types of reports.)

VISIT SAMPLE WEBSITE

LIVE EVENTS

Complete Support for Your Workshops and Local Events

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PowerPoint slides and scripts for four retirement planning workshops...

  • Social Security Maximization
  • Retirement Plan Harvesting
  • Tax Wise Retirement
  • Mastering Medicare

An easy to use online scheduling calendar and RSVP reservation system built into your Advisor POWr site

Printed workbooks are available for distribution to your attendees

VIEW EVENT WORKBOOK
VISIT SAMPLE WEBSITE

THE ADVISOR POWr DIFFERENCE

Advisor POWr is the Ultimate 3-in-1 Marketing Toolkit

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The complete toolkit for powering your retirement planning sales to the next level!

OUR PRICING

Start Attracting an Audience, Generate Leads & Close More Sales Today

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AdvisorPOWr includes a wide range of Industry-leading features to help you market yourself and your business more effectively

Core


plus $360 set-up fee

Website + Videos + Webinars

Complete


plus $360 set-up fee

Website + Videos + Webinars and Workshop Module

SEE ALL PACKAGES & FEATURES

WHAT YOU NEED TO KNOW

Frequently Asked Questions And Answers

In what ways will my website be personalized and what do I need to provide in order to have my website set up?

You will need to provide the following:

  1. Photos – up to three photographs of yourself. These photos will appear at the top section of the HOME page, bottom section of the HOME page, on the ABOUT page and on the pages offering Social Security and retirement analysis reports.
  2. The Advisor On-Boarding Profile On this form you will enter your name, phone number, email address and a brief bio. Your bio will be used in the bottom section of the HOME page and on the ABOUT page. Your phone number will appear on the CONTACT US page. And the information provide by visitors on any opt-in forms or other requests will be sent to the email address provided.
  3. The domain name you wish to use for your website.

What is the process for setting up my website and how long will it take?

Once we receive your photos, Advisor On-Boarding Profile and domain name, we can start working on your site. It will take approximately five business days before your site goes “live”.

Can I request additional customization of my website?

Sorry, but at this time we are not providing any additional customization options.

If I am not qualified or interested in helping clients with issues such as Medicare, can this content be removed from my site?

Yes. There are four topics with supporting videos and other resources that come standard with the website. The topics are Maximizing Social Security, Harvesting Retirement Plans, Tax Wise Retirement and Mastering Medicare. You can indicate on the Advisor On-Boarding Profile and have us remove any of these topic resources.

What is included with the workshop module?

The workshop module is a comprehensive resource for advisors who wish to conduct live adult education courses in their local markets. Course topics are Social Security Maximization, Harvesting Retirement Plan Accounts, Tax Wise Retirement and Mastering Medicare. Each topic includes scripted presentation slides and course workbooks. And an online registration system is integrated into the advisor’s website.

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