FAQ Sheet for Find Financial Planners
Why do we do what we do?
We believe that every person has the right to meet with the correct financial Planner to help protect their future and get assistance to grow their wealth.
We believe that you need to spend your time helping people achieve their financial and wealth goals not spending tons of time and money on hit and miss marketing or hunting for referrals that may or may not give you your ideal clients.
How do we do it?
We have robust systems and processes that allow us to carefully vet the sea of Financial Planners in Australia for those with the most appropriate qualifications, the closest match for the financial planners skills and experience, work with the highest level of honesty and integrity and provide the highest levels of customer service to their clients.
We have enquiries every day from people looking to find the very best Financial Planner for their needs that we work to make sure their needs are in fact those a Financial Planner provides, verify as many details as we can and then book an appointment with the best match we can.
What do we do?
We have an optimized demand generating system that sources, identifies, and verifies Guaranteed Appointments that we then supply to appropriate Financial Planners that meet our exacting standards.
What we are
We are a company that specializes in providing Guaranteed Appointments to approved Financial Planners
A Guaranteed Appointment, as we categorise them, is an appointment with someone who:
- Has shown intent to buy by making a direct search for the product or service from our various marketing and client acquisition sources
And or they have:
- Contacted us with their interest often by filling in a form on one of our sites, emailed us or called us (no we do not cold call lists for customers).
- Their details have often been validated by one of our team and we book the Guaranteed Appointment for you with your new Guaranteed Appointments at the time we are on the phone to them.
This means that these Guaranteed Appointments are with people who are definitely interested in a Financial Planning service, they have taken the time to provide us with their current situation and needs, they have requested to meet with a Financial Planner, and, their contact details are correct.
We see these Guaranteed Appointments as a great opportunity for your businesses because the customer has a strong intent to buy.
We are Find Financial Planners Pty Ltd, a Company that has been operating across Australia since April 2014 and incorporated in August 2015.
What we are NOT!
- We are not an advertising agency
- We are not a Financial Planning Business – no we are not in competition with you
- We do NOT offer Financial Advice
- We are not a referral service or get paid for referrals.
- We are not willing to accept just any Financial Planner as one of our trusted subscribers
Do we charge for you to be a subscriber?
Yes, we are a commercial business just like you.
We would be pleased to meet with you and discuss this in far more detail so you can determine whether its worth your investment.
No more will you need to throw time and money at marketing that may or may not work. We share the risk and the rewards with you so its in our best interest to provide you with a Guaranteed Appointments that is more likely to convert to a sale.
Do you get support?
Absolutely you get support.
You are allocated a dedicated client relationship manager that will guide you through the process from your initial enquiry and if we accept your application will help you every step of the way.
We have robust systems and processes that its critical that we all follow. We train and support you through them so we can work best together and support our clients that you are given the introduction to.
What do we expect of our Financial Planners?
First and foremost we expect honesty, integrity and transparency at all times both with our clients that we give you access to and with us.
We expect you manage our joint calendar and CRM with us in full and on time.
We expect you to meet your financial commitments as clearly laid out in the letter of engagement that we all sign before starting.
What is the next step?
Simply fill out the expression of interest or contact us form and we can have a chat to see if we might be a good fit together.