Payroll Prospecting
- Find the Company
- Plan for Executives
- Prospect Employees
The Ultimate Scalable prospecting Strategy for New Advisors & Established Firms
How?
ScenariosX is built for everybody
Traditional planning software was made for wealthy retired couples. Scenario-Planning is the best planning style for those that need it the most because its not focused on Investments and can handle the longer time horizons of younger clients.
Call-To-Action Link / Button
The Call-To-Action Link (Registration Link) is standard on every advisor license. It allows the employee to initiate onboarding and data gathering, saving you time to focus on advice. If inclined, they can reach out to you from there or continue to play around.
Customize the look to the company
Every license has the capability of customizing the theme. This means that you can change the colors of ScenariosX to the same primary, secondary and accent colors of the company's branding.
Organize Company Prospects Separate
By dedicating a license of ScenariosX to the company, one can link that list of prospects to any other license or team. Keeping these opportunities organized in a different bucket than your traditional clients.
Custom Market Assumptions
Use a customized set of asset classes and portfolios. Maybe you would prefer a much simpler set of assumptions or its likely you'll want to match the capital market assumptions to the company's retirement plan options.
