Services for Financial Advisors and Planners

One-on-One Prospecting Coaching with Maria Semple, Author of Panning for Gold and company founder: Learn which websites are best for prospecting without breaking the bank Learn to maximize your presence on LinkedIn Learn a streamlined process for growth Learn prospecting profiling techniques you can use NOW and as your business grows Includes:  One 90-minute personalized webinar followed by two additional 1-hour personalized webinars within a span of 60 days.  Maria Semple's "Panning for Gold" e-Book is provided to you for continued research on your own.  This interactive prospecting tool is embedded with over 75 valuable websites useful in identifying new clients in your community.  It will be your go-to manual for focusing your search. Outsourced Prospect Research: Let Maria Semple do the legwork for you on finding the prospects YOU want to find in your community. This option is perfect for busy advisors who simply don't have the time to prospect on their own. Discuss your ideal client profile with Maria Semple. Based on those parameters, Maria will pull together a list of high-net-worth prospects, successful business owners and philanthropists in your community. Maria will identify additional allied professionals for creating successful referral networks. Maria can help prequalify client referrals by providing a snapshot of their assets available in public records. Maria will recommend events and speaking opportunities to help you get in front of your target audience. Due to the highly personalized nature of my work with financial advisors and planners, I only take on a select number each month. Contact me today for rates and availability.

Downloadable & Interactive E-Book. PANNING FOR GOLD: FIND HIGH NET-WORTH PROSPECTS NOW!™ This unique and information-packed interactive prospecting tool will enable you to easily: Learn the importance of researching client prospects Launch directly to 75 specialized websites useful in prospecting on the internet Find new client prospects in your own community Identify successful family businesses & entrepreneurs in your community Uncover philanthropists in your area  Research referrals before calling upon them. COST:  $49             Addl. 7% sales tax for NJ residents. Get Started Today!  Buy our downloadable and interactive e-Book. You can preview a Sample here. Your payment receipt, which you will receive via email, will provide you with a link  to obtain your purchased e-Book.

Tailored Training: In-house programs & webinars available. We'll go beyond Google and harness internet resources that will help your team qualify client prospects and GROW your team's assets under management. They will learn: To qualify leads so they work smarter, not harder All the strategies and techniques they need to find higher-net-worth clients  A variety of no-cost and low-cost resources that are readily available to research prospective high-net-worth clients  How to identify philanthropists and successful entrepreneurs in your community How to identify allied professionals for creating successful referral networks Contact Maria Semple to book this seminar at your firm's location.