When they demonstrated Advisor Promoter to me, I could see straight away how easy it would be to now engage prospective new clients and any existing clients in a meaningful manner. The best thing is not having to be in the office behind a computer to do this. I could be on the road or waiting for an appointment to show and use this time to engage prospects or clients on a subject of interest to them. Also love the fact that I can get analytics to measure engagement.
A very productive tool that allows advisers to engage new prospects and existing clients effortlessly.
National Sales Manager, Newpark Group