Use ActiveLEAD to protect your most valuable business asset: your customer database.
Client retention is the life-blood of any organisation. ActiveLead uses national property data and the hidden value in your own customer database to unlock continual leads. Month after month. Some of the client retention trends amongst financial planners, for example, are quite concerning
- The ‘Investment Trends 2017 Financial Advice Report’ outlines that planners are, on average, losing 3 clients for every 2 new clients resulting in 25% less overall clients than in 2007.
- Spectrem's Millionaire Corner did a study in 2014 on which factors could make clients leave their financial advisors and the 3 top answers were: 1) Not returning phone calls in a timely manner (61%), 2) Not being proactive in contacting the client (53%), and 3) Not returning emails in a timely manner (46%).
- A 2013 PriceMetrix study found that client retention for financial planners decreases sharply from 95% to 74% during the 1st to 4th year period.
ActiveLead simply notifies you when any client lists their residence and/or any of their investment properties for sale. That's it.
But ActiveLead is not some simple system-generated birthday or once-a-year-contact reminder, this is a notification that significant changes in their financial affairs is happening with this client right now.
And it's an easy call to make since most clients are amazed at the call:
J: "Hello Sally, this is John Star from Star Financial Advice, it's been some time, how are you?"
S: "Ohhh, hi John. Yes, things are fine, hectic."
J: "Great, well I'm calling because we noticed that you listed one of your investment properties yesterday. Thought I would give you a call to discuss."
S: "Ha, yes, we did that yesterday. Wow. How did you know? Yes, we decided that ..."
Watch the video to show you how we do it.
Click this button if you want to receive a sample SMS showing the detail provided.
Click this button if you want to check if a particular address is on the market.
- Signup for the ActiveLEAD service.
- Enter your BankCard details. (ActiveLEAD does not permanently store this information)
- Upload a spreadsheet of all your addresses you want to monitor, or enter the addresses manually.
- That's it! You will receive SMSs each time one of your addresses goes on the market. Imagine the surprise when your client gets your call.