SOURCE: Automated Advisor

Automated Advisor

June 24, 2013 11:57 ET

New Program, Automated Advisor, Helps Financial Advisors Maximize Results

SAINT LOUIS, MO--(Marketwired - Jun 24, 2013) -  Automated Advisor, a new program created by marketing strategist and automation expert Brandon Stuerke, harnesses automation technology to help advisors cultivate prospective clients.

"Automated Advisor is the result of years of listening to the frustrations of thousands of advisors from across the country about the management of marketing, sales and client relationships," says Stuerke, President of Advisors Edge Marketing, Inc.

"As with most professionals, the landscape for financial experts has changed with technology, yet so much of the industry is trapped in the old ways of doing business. Prospective clients are very leery of advisors they don't know in this post-recession world."

The Automated Advisor program revolves around automation and technology, says Stuerke, a retirement planning expert who has been featured in The Wall Street Journal, Life Insurance Selling, Senior Market Advisor and NAIFA's Advisor Today. Step one includes creating a true lead-capture website with customized, automated nurture sequences built into the site to move prospects from visitors to appointments.

After generating leads and nurturing them, the rest of the process includes: converting leads into sales with ongoing contact; ensuring client satisfaction with convenience features such as automated appointment calendar integration, among other things, to take the client's relationship to the next level with advisor notification emails; and custom videos that help generate and nurture leads in a whole new way, Stuerke says.

"To survive as an advisor in today's marketplace it's imperative that you work smarter and follow up more than your competition," he says. "The advisor who adapts with the changing times will dominate this new economy." 

About Brandon Stuerke

Brandon Stuerke is the president of Advisors Edge Marketing, Inc., which serves the needs of financial advisors all across the country. He is the creator of Winning With CPAs, a revolutionary approach teaching advisors how to build their practices through strategic relationships with CPAs. Last year, Stuerke launched his second marketing program, Automated Advisor, which teaches advisors how to leverage the power of technology and marketing automation to increase results in every area of their business. He shows advisors how to create more interest, capture more leads and nurture those leads by creating a compelling prospect and client experience -- all while reducing the amount of time, money and effort it takes to run a profitable practice.

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