Dear ,
There is one thing ALL financial advisors agree on - NOTHING productive happens with a client until data is collected.
With CFS, the data collection process just got MUCH SIMPLER, QUICKER AND LESS INTIMIDATING for you and your clients with the release of the NEW one-page dataform!
See an example of the new dataform in an advisor's CFS-branded website by CLICKING HERE.
Here are four key benefits of the new dataform:
- Your clients and prospects are more likely to complete the online form, per your request, so it will save you time (and money) on the data collection process.
- Because a higher percentage of clients and prospects will complete the simplified form and receive a "quick diagnosis" of their situation along with a call to action, you'll have more follow-up appointments which can lead to more college-planning clients and more revenue for your business.
- For advisors that use education seminars/webinars, the new form fits perfectly into the next steps of the marketing process - "As a next step, you'll want to complete my simple online dataform prior to your free consultation. This will allow us to diagnose your situation and have a preliminary assessment of how much value we can offer you..."
- A well-conceived and easy-to-complete dataform can reveal new opportunities with the client beyond just college planning.
Maybe you had no idea how important the dataform is to the process and your success with college planning.
We did and that's why we are so excited about providing you with this enhanced form!
Learn more about CFS' services and licensing options at www.collegiatefundingsolutions.com
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