prospect-match
@prospect-match
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Prospect Match is designed around you, the financial professional, to help you grow your business. It is a completely automated system, accessible 24 hours day, 7 days a week via the Internet. This allows you to easily manage your account at any time, just like your online banking institutions or email accounts.
Registration. Register online by selecting your prospect types and geographical area (zip codes). Once registered, you can access your matched prospect information through your Prospect Match Advisor Center. This is where all account information is available, including your prospect information, account settings, billing statements, booklets, and training resources.
Orientation. After account activation, you attend an Orientation Call (offered daily at 10am PST) to learn how to manage your account settings and prospect volume. You want to attend this call as soon as possible. This is not a “set it and forget it” system; it is a real-time continuous service and requires your active involvement, just like your bank account or other online service. You may need to adjust your initial settings (radius) until you "dial-in" the settings that produce the results you desire.
How our Marketing works. Once you register and your completed agreement is accepted, your account is activated and our marketing efforts in your local area begin. We registered your zip codes with our advertisers, and from that point it takes from one to seven days for your advertisements to start rotation. It is important to note that the marketing is not a gradual process; it is either on or off. For this reason, it is very important that you stay actively involved with your account and check your account DAILY to ensure your prospect flow meets your needs.
Registration. Register online by selecting your prospect types and geographical area (zip codes). Once registered, you can access your matched prospect information through your Prospect Match Advisor Center. This is where all account information is available, including your prospect information, account settings, billing statements, booklets, and training resources.
Orientation. After account activation, you attend an Orientation Call (offered daily at 10am PST) to learn how to manage your account settings and prospect volume. You want to attend this call as soon as possible. This is not a “set it and forget it” system; it is a real-time continuous service and requires your active involvement, just like your bank account or other online service. You may need to adjust your initial settings (radius) until you "dial-in" the settings that produce the results you desire.
How our Marketing works. Once you register and your completed agreement is accepted, your account is activated and our marketing efforts in your local area begin. We registered your zip codes with our advertisers, and from that point it takes from one to seven days for your advertisements to start rotation. It is important to note that the marketing is not a gradual process; it is either on or off. For this reason, it is very important that you stay actively involved with your account and check your account DAILY to ensure your prospect flow meets your needs.