Web Meetings for Financial Advisors

How Advisors use Web Meetings to Grow AUM

Fugent Introduction

Michelle DeMond-AxelrodAdvisor Channel Relationship Manager

Mike O’BrienVP Business Development

Clients want to connect with you. You want to connect with clients.

So why aren’t you connecting more often?

People are too busy

Web Meetings: Give Clients Time

“I want to meet face-to-face with my advisor but not for every decision. A web meeting helps me get back 45 minutes of my time”

- Mike O’Brien client

Phone: Convenient but not Visual

Clients love seeing how their money is allocated

Free up time without sacrificing meeting quality

Web Meetings Reduce Cancellations

“I said ‘If he feels well enough to get in front of the computer, we can conduct an online meeting with you here, and him at home.’ And that’s what we did. It felt great to be able to accommodate them.”

- Aaron Saperstein

Web Meetings Increase Reach

“Web meetings allow us to ask for referrals with the notation that the person doesn’t have to live in the same city”

- Sheena Hanson

Web Meetings Increase Attendance

“With Fugent, we were able to continue our estate planning process with a closely held corporation with 5 geographically-dispersed shareholders and subject matter experts.”

- Chad Baker

Web Meetings Increase Interactions

“With online meetings, it frees up my other meetings with clients to be conducted in a more enjoyable setting such as a round of golf or over a meal.”

- Aaron Saperstein

Web Meetings What can you do?

• Share portfolios, illustrations, and other docs

• Share websites

• Share non-web based programs or calculators

• Share video to personalize the experience

All with just a computer and internet connection

Web Meetings What can you do?

• Client Review Meetings

• Economic Updates

• Support Calls

• Prospect Introduction

All with just a computer and internet connection

87% of today’s consumers are

online day-to-day

78%of consumers over 50 use

the Internet regularly

It’s time to be where your clients & prospects want you…

Online

Fugent Offer 1st Month Free Trial• Sign up risk free• Give us your logo so we can brand your

account• Attend one of our live training classes• Begin hosting meetings immediately• If you’re not happy (although we know you

will be), you can cancel at any time

How is Fugent Advisor Different?

Developed specifically for the Financial Services industry.

Meets Security and Regulatory Requirements for most firms

We can help! Compliance friendly

How is Fugent Advisor Different?

Not just a technology provider. We give consultation on how to use meetings to grow AUM.

We can help! Consultative Partner

How is Fugent Advisor Different?We can help! Training & Support

“I had challenges at first in getting comfortable with this model for doing business. However, the people at Fugent were great at getting me over the hump. I have found the resources and the training instructors to be very patient and helpful.

When busy people try to undertake a new resource, patience is needed. Fugent has been great.”

– Brian Luther, Ameritime

We can help! Custom BrandingHow is Fugent Advisor Different?

“Entering a meeting is easy because clients go to a website that is branded for you and they are already acquainted with the brand and trust it”

How is Fugent Advisor Different?

Live Advisor Specific Technical Support

We can help! Tech Support

Unsure about your usage?

1 year of service with unlimited meetings is less than one minor business trip with airfare

$79 per month is ~20 gallons of gas

If used only once a week to save 1 hour, you are buying back 4 hours of your time every month

Fugent Value

“We only subscribe to products where we know we are going to get our money’s worth. Fugent is one of those products”

- Uncommon Cents Investing

How to get Started?

For Broker Dealer Use Only

1. Sign up for an account via www.fugentadvisor.com

2. Send us a copy of your logo3. Attend Training4. Start Using Meetings with Clients!

We can help! Questions or Support

Fugent Supportsupport@fugent.com / 866.438.4368

Training: http://training.fugent.com