James Marshall of 2plan wealth management has a discussion with Alex Whitson of financial adviser review site VouchedFor. James finds out what the benefits are for Financial advisers using the site and gets the top tips for using the site correctly. Ready to take your lead generation to the next level?
VouchedFor is suitable for advisers at every stage of their journey, whether you are a new adviser looking to build up as many clients as possible or are an established adviser looking for high-quality referrals. If it is used right, your VouchedFor membership will help all of your marketing be more effective by showing that you do a brilliant job for your clients, therefore building confidence at every touchpoint.
This means that the people who see your marketing will want to find out more - and thanks to your strengthened online presence and high-quality referrals, these enquiries will then be converted into a meeting and, eventually, a client who will go on to refer you to others. For more information on VouchedFor and advice on lead generation for financial advisers, contact one of our team today.
What’s included in the 2plan deal?
As part of the 2plan VouchedFor deal, 2plan advisers get:
VouchedFor Member Coach support
Tips on how VouchedFor works that are tailored to each adviser
A VouchedFor verified profile for each adviser built by VouchedFor
The ability to build unlimited verified reviews
The use of adviser and firm-level reputation tools e.g. certificates of excellence, ratings widgets, review portfolios, competitive fee certificates and referral generator emails
The chance to qualify as a ‘Top Rated Adviser’ in the 2020 Guide To The UK’s Top Rated Financial Advisers, as featured in The Times and on telegraph.co.uk
Ability to receive up to five inquiries through VouchedFor per quarter per adviser at no extra charge
Your first year of Verified membership is paid for by 2plan
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