Marketing to new prospects has never been more expensive or elusive. Whether adding new clients virtually or face-to-face, we’ve cracked the code.
Elevated Capital Advisors, LLC
Elevated Capital Advisors, LLC is an SEC Registered Investment Advisor.
How much are you investing to attract a new client? How well is it working? And if you are investing in marketing and getting clients, are they the clients you actually want?
With the digital age in full swing, thanks in part to people gaining trust in what they see on the internet, plus the powerful effects of the Coronavirus pandemic lock-down, the marketing game has changed and will continue to evolve. What hasn’t changed is the fact that people are looking for unbiased, time-tested, trustworthy retirement planning advice and services from a true fiduciary advisor. Are you doing what’s necessary to win those clients?
At Elevated Capital Advisors, we’ve built a full-service marketing platform that’s plug-and-play for advisors, called Retirement Elevated.?This platform includes virtual online events and those which are held in colleges and universities throughout the country. These education-based events and classes focus on providing clean and accurate information.?By leveraging this nationally renowned digital marketing platform, you’ll quickly build lasting relationships with attendees by serving as their expert retirement educator, NOT A SALESPERSON.
There are many courses that comprise the available Retirement Elevated curriculum, some of these are:
·????????Your Retirement and Taxes
·????????Your Retirement and Social Security
·????????Retirement Planning in Today’s Economy
We’ve invested incredible amounts of money to develop, test, and refine this comprehensive education-based marketing platform so you don’t have to. As an Elevated Capital Advisor, you’ll have access to this game-changing system to dramatically transform your client acquisition efforts.
As clients are educated about their retirement planning options and the various paths available to them, they become more successful investors and retirees, which makes us more successful as well. This win-win outcome is the result of a holistic planning relationship, while unbiased client education is at the heart of it. By trusting clients to make good decisions when presented with good education, we forge a very strong bond, which leads to a healthier and more profitable advisor-client relationship.
Our marketing system has cracked this code so you don’t have to.
Why spend countless hours and dollars using untested marketing methods when you can tap into the most up-to-date and comprehensive systems available? You can get back to advising your clients rather than spending your efforts on marketing initiatives you hope will work somehow. And isn’t advising clients what you got into this business to do in the first place?
The firm you choose to align with may determine the level of success that you experience in your planning practice. Today, advisors may choose to go it alone or become part of a large planning ensemble. But if you don’t want to choose between joining a big firm or maintaining your own practice, you can have attributes of both. Elevated Capital Advisors offers a unique and incredible opportunity for advisors who value both the resources of a large firm AND the unrelenting client focus of a smaller practice. Most importantly, you’re able to work as an advisor to your clients and not a salesperson for your company.