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Engage Clients; (Deepen Client Relationships)
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When to Engage
Annual Reviews
Insurance Reviews
Virtual Touchpoint Opportunities
Client Events (Webinars, etc.)
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Empowers clients to take action & overcome inertia on decisions (worry less)
Creates confidence in the plan: Gives clients the most comprehensive goals-based plan based on their unique risks (with HALO’s unbiased & personalized projections)
Reveals unique insights about client’s longevity and shows ways to optimize their health
Helps clients focus on achieving their bucket list goals & financial wellness
Win Prospects
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When to Engage
Discovery Process
Insurance Reviews
Prospect Nurturing
Virtual Engagement
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Unbiased information regarding future risks & planning needs
Virtual Engagement: Opportunity to engage virtually with the advisor and receive immediate value & insights
Enhances trust: Creates a deeper introductory conversation driven by personalization and data
Capture Leads
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When to Engage
Direct Website Engagement
Digital Lead Nurturing
Marketing Outreach (Longevity, health, & eldercare digital marketing topics)
Seminar / Webinar Events
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Offers leads a way to engage and receive planning value from the bank/ advisor prior to a discovery meeting (via the bank’s website)
Increases financial literacy and educates lead on ways to increase financial wellbeing
Illustrates longevity, health, and eldercare planning risks in a personalized way to drive action
Expand Household
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When to Engage
Reach Non-financial Decision Makers
Caregiving Situations
Family Meetings
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