Find high value, high quality leads within our affluent, HNW and UHNW database.
Build immediate rapport and personalise your approach by knowing a leads’ current wealth, their business engagements, background, acquaintances, hobbies and interests to derive extra knowledge that helps deepen the relationship.
Don’t waste time chasing low-value, low-quality leads who aren’t an ideal fit for your offering. Connect with the right potential clients who are pre-identified to fit your business. NETZ can provide you with leads based upon a range of criteria, including but not limited to: location, wealth band, and investment habits.
Become more effective when engaging and connecting with leads. NETZ provides you with a game plan to establish rapport from day one and increase conversion rates significantly.
Stay on top of your prospects with NETZ’s technology and apply best practice techniques to close deals. Build genuine rapport quickly by using triggers to engage with leads and clients such as achievements, life events, and news events.
Always know what’s going on in your client’s life, find trigger points to connect and stay relevant in front of clients. Advisors know that regular communication is extremely important, however, finding reasons to reach out is challenging and time consuming. NETZ can help identify triggers and consult with advisors on the best ways to maximise the effects.
Generating revenue from existing clients is 5 to 10 times less expensive than winning new clients. However, many advisors are leaving money on the table and under servicing their client base. NETZ can help you get the most out of each client and ensure customer satisfaction.
The best leads come from within your existing client network. This is not a new concept to seasoned financial advisors and many have built their career on referral-based lead generation. However, not every referral is a good referral. Be pro-active in identifying high-value, high-quality referrals.