The following Case Study demonstrates how a Financial Planning Firm used ProspectingSuccess.com to turn their company around.  In 18 months, the firm increased revenues by 175%, decreased expenses by 65% and became extremely profitable—at a time when financial planning profits plunged by 25% or more.

This success story involves a one-person Financial Planning firm in central Florida.  This Advisor spent approximately $8,500 per month on direct marketing to gross roughly $18,000 in commissions, and experienced a modest loss after paying salaries, rent and other expenses.

Our Financial Advisor turned to ProspectingSuccess.com to develop a more productive method of prospecting for clients.

Our team began to identify and articulate each of the challenges the Financial Advisor faced in prospecting for new clients.  At ProspectingSuccess.com, we call these challenges the “Obstacles to Sales Success.” 

Our Financial Advisor began to quickly overcome the Obstacles to Sales Success with ProspectingSuccess.com.  Our unique, secure, web-based service offered their company a full, turn-key solution which:

• markets to more prospects

• turns more prospects into productive clients

• more cost effective than any other marketing system

Essentially, we manage the details of helping you overcome the Obstacles to Sales Success!

After less than 2 years, our Case-Study client now spends only $5,000 per month on direct marketing and grosses $55,000 in commission income...and has over $3,300,000 in pending business!  Once a client, we continue to work with you to improve upon your ProspectingSuccess.com system, and thereby your success.

ProspectingSuccess.com is ready to show you how we can build your business through better prospecting, at a lower cost than you ever thought possible.

For a demo or more information click here.  For immediate attention call 1-888-788-0074

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