Access Your Advisor Portal
As a member of spendvault, this is your custom access point. This is your command center where you can manage all your cases and share the experience with prospective clients. It is unique to your practice and private.
The Benefits
Revenue, Introductions, Time, and Enjoyment. Every business needs more of each, and all too often gaining one compromises the others. Spendvault uniquely delivers all without sacrifice.
Business Revenue
Financial professionals of all experience levels experience significant boost in life insurance production with high retention. Consistent asset rollovers also drive revenues up and properly licensed professionals experience significant increases to their securities business. With the clarity of purpose that clients find through the Spendvault process, many choose to increase their contribution rates and further boost financial professional production levels.
PROFESSIONAL INTRODUCTIONS
Clients are fueled with belief in their financial strategy along with having the information always readily available, so they are confident and comfortable recommending theirs closest peers to the experience. With simple links to a consistent process they don’t have to be expected to explain the strategies but rather can simply pass along the information. The referral process becomes easily motivated and non-confrontational to truly drive growth.
TIME EFFICIENCY
The Spendvault experience saves up to 3 hours per prospective client and several hours each year with existing clients. The modern interactive video and interactive form experience is completed privately by you prospective clients within about 15 minutes. Nearly all of the data gathering and data entry is completed by the prospective client within the system, so initial work required of the financial professional is typically about 15 minutes before the strategy meeting. At the strategy meeting questions are discussed, details ironed out, and next steps are laid out for implementation.
Optimal enjoyment
With much of the “performance” and administrative duties offloaded to the Spendvault platform, the financial professional can focus on supporting and implementing proven strategies while cultivating lasting client relationships. This also frees time for the many responsibilities unique to the professionals practice such as networking and investment management, among others.
