Pipeline Best Practices for 2024

The Pain of Outdated Practices

Fintech is fast-paced and financial advisors are behind.

Time is money, and every minute counts. 

Yet, many financial advisor teams remain ensnared in outdated practices, drowning in a sea of paperwork and fragmented technology. 

The profit they could make eludes their grasp, because of their stubborn, do things the “way we’ve always done it” ways.

Don’t be stubborn, you need to adapt.

The Paper Trap

Paper-based onboarding processes are for dinosaurs.

They are cumbersome, filled with mistakes and time-consuming.

Don’t be a dinosaur.

Too many advisors find themselves stuck in a never-ending cycle of paperwork...“I don’t have time to update, to evolve...” they say.

This thinking is extinction knocking on the door.

Fruits of Efficiency

Now, imagine fully onboarding customers in 3 minutes, not hours, without error.

A world without NIGO.

THIS REALITY begins with a dialed-in pipeline process.

You don’t just luck into this, you must build it, or have it built for you which takes time and money, lots of money.

OR you can accomplish this if you would just choose to implement the right technologies.

The choice is yours.

Time Saved, Revenue Gained

Imagine going from complex to simple,

From longer than necessary to as short as possible.

Efficiency like this comes only from partnering with and implementing proven technology.

How much do you make every week? Now, double that.

That’s what you stand to gain with simpler processes that eliminate 2 weeks or more of wasted time every year

Is that worth investing in?

True Cost of Fragmentation

Fragmented technology - the most frustrating part of your business and day-to-day.

When systems don’t speak well with each other, you’re left worse off than you started, and with less money.

Do you want to avoid this?

Then stop worrying about the seemingly “expensive” solutions that work well and stop doing free trials that steal your time and energy. This is fragmentation in practice.

Truth is you can get amazing results for less than you spend on your grass every year.

Embrace the Future

Efficiency and growth are within your reach.

Eliminate your paper-based practices immediately.

Adopt a cohesive, integrated technology mindset and your team will thrive beyond belief.

It’s not as hard as you might think. It will not cost as much as you might think.

It ALL starts with your pipeline; simplify that process for everyone involved. Find tips on the next page to make this your reality today...

Make the Future

What you can do today:

Analyze your process. What’s good? What’s not? You help others do this daily, so you can do it for yourself, right?

Kill your PDFs immediately. Both your customers and team hate these. Move to online forms right away.

Streamline your tech stack. Why use 5 tools when 3 can do the same or more?

Automate. Unleash your superpower to do more of what matters. Go from complex to simple, from longer than necessary to as fast as possible. Automation is required.

Helpful Tips

Avoid:

• Cheap technologies

Quality comes at a price, and you deserve the best.

• Free trials

Often, they end up costing more in time and money than they save.

To-Do:

• Spend time investigating technology and the team behind it
• Automate. Automate. Automate.