A 21st Century Business Model That Ends Your Prospecting Headaches. And That's Just The Beginning.
You already know that women are the future of wealth management. And that they will control an estimated $30 Trillion in wealth assets by the end of this decade. You also know that, historically, the wealth management industry has done a poor job of addressing women's differentiated needs and objectives.
What you didn't know, until now, is that Wealth2k has developed the business model that provides the actionable steps for capturing your share of $trillions in investment assets. The linchpin of that model is Women And Income®, America’s first retirement income planning solution specifically developed for “Boomer” women.
Incorporating nothing less than a career-defining business opportunity, Women & Income™ enables forward-thinking financial professionals to deliver more to their prospects and clients: appealing financial education, a risk-mitigating, outcome-focused investing strategy, a personally-tailored, confidence-building income plan, and a one-on-one relationship with a financial advisor who…
Asks her in-depth personal questions.
Listens to her priorities
Conveys knowledge that builds her confidence, and,
Designs the income strategy that best meets her retirement security goals.
216 Ultra-Qualified Prospects Brought To You, Annually
WE ARE ENHANCING YOUR ABILITY TO IMPRESS PROSPECTS ONLINE
During the pandemic, millions of transitioned to working from home. “Zoom” became a verb. Financial advisors were increasingly required to interact with clients online.
Now, the stage is set for more impressive online engagement with prospects. Beginning with Women & Income™, Wealth2k is introducing Dynamic Presenter™, a client-personalized presentation tool that transforms illustration data into a dynamic, multimedia online experience. Make a striking impression that sets your apart from competing advisors.
THE LEADING RETIREMENT INCOME SOLUTION
The Income for Life Model is the leading process-based retirement income solution. Award-winning planning software and unique business-development capabilities create a solution that helps thousands of advisory firms provide their clients better retirement income planning.
Relied upon by thousands of successful income planning professionals, it's the #1 solution for retirement income distribution.
The Income for Life Model attracts average investments of $1,080,000. It provides clarity and confidence to investors seeking reliable income.
THREE-TIME BANK & SECURITIES INDUSTRY TECHNOLOGY INNOVATION AWARD WINNER
The Income for Life Model is the ideal solution for institutionalizing your firm's approach to the retirement income market. It enhances compliance, delivers consistent client outcomes, and creates unmatched context for product recommendations.
WE ARE HELPING FINANCIAL ADVISORS MAKE PROSPECTING FOR NEW CLIENTS BOTH EASIER AND COST-EFFECTIVE
Most financial advisors recognize that they need to improve their marketing. However, they may not have the marketing expertise required, or the time to actually do it. UpSellerate upends the current paradigm.
It does EVERYTHING for you!