Over the next few days, many of you will receive a list of sales opportunities in your Advisor Centre's secure messaging system.
What's the purpose of this initiative?This list identifies segments of your existing clientele with high growth-return potential. They are ready to be used quickly to generate positive short-term results. For example, you could identify:
- Your clients with non-maximized FHSA accounts, based on the year the account was opened and the amount of accumulated contributions
- Your clients who have RRSPs and/or TFSAs, without pre-authorized debits (PADs), and who have made lump-sum contributions in 2022 or 2023, which makes them high-potential contributors in 2024
What's the next step?
Download your list now and take action: call, text or email these clients. Use your preferred approach and don't let sales opportunities slip away!
This could ensure:
- Rapid progress: Secure and advance your clients' usual annual contributions, which will generate positive short-term results
- Relationship-building: Review and optimize your clients' current savings and investment strategy, and strengthen your relationship with them by offering solutions tailored to their needs
- Sales growth: Stimulate new sales and increase account openings
How can you stand out from the crowd?
Use our turnkey tools to maximize your efficiency and devote more time to offering your clients consistent, personalized service. All relevant resources are grouped together in the toolbox:
- Ready-to-use post bank and contest to start the conversation with your clients.
- Ready-to-send email templates. Add your personalized link: Contest, FHSA, RRSP-TFSA-FHSA.
And much more...
How do I access my list?
Log in to your Advisor Centre and consult your secure messaging system:
Any other questions?
Please contact your iA sales manager or write to us at mrk-promo@ia.ca.
We wish you every success!
