1. An Online Client & Financial Advisor Matching Service
www.rightfinancialadvisor.com Phone: (631) 416-8000 Email:
[email protected]
2. Weve Been Called Match.com for Investors and
FinancialAdvisors
3. Video conferencing for advisors and investors. Connect with
more clients without having to leave the office. Compatible on
multiple devices. Reach More Clients
4. 0% 10% 20% 30% 40% 50% 60% 70% Hard to Know What Sources Can
be Trusted Good Financial Advice will Cost More than I can Afford
Hard to Find Time to Look For Financial Advice Not Sure Where to
Start Looking for Financial Advice 64% 44% 35% 31% TIAA-CREF Survey
Results Survey Results Source:TIAA-CREF Advice Matters Survey,
Executive Summary, 9/9/2014
5. 223,400 InvestmentAdvisors (U.S. Dept. of Labor, 2012) 52.3M
Households with a net worth over $100K (Census 2010) 13% of the
Households use a FA (Nielson Local) In the HNW Space, 15% to 20%
buyers remorse (4.5M 6M People)
6. No Advisor** 56% Advisor 44% 10,000 NEW RETIREES EACH DAY* *
Social Security Administration ** Understanding and Managing the
Risks of Retirement, from the Society of Actuaries
8. Investor Analytics Date Range: 8/1/2014 - 2/28/2015 Sign Ups
Competed Profile Total Portfolio Size Total Investible Assets Avg.
Portfolio Size Median Portfolio Size Cost of Acquisition 120 77
$41,105,909 $48,605,909 $775,883 $400,000 $259
9. Larry Kudlow Commercial 16M of new Client Introductions
10. Attracts Advisors* *Yes, we know the graphic is cheesy, but
you get the point.
11. Founded by a 34-year Financial ServicesVeteran 4 Full-Time
Staff Members, 2 Part-Time Members MoreThan 60 years of Experience
in Financial Services Industry
12. Rick Cross Founder Alan Starost Marketing Officer Nick
Bredow Digital Marketing Officer Scott MacDonell Head Programmer
Samantha Modafferi Office Manager Pam Cordes Public Relations
13. Investment Relationships should be Deeper than Exchanging
Money Cloning A and B+ Clients Stronger Bonds BuildTrust Increases
Client Retention Some Financial Help Requires a Unique Skillset
Examples: Children with Special Needs; Executive Stock
Benefits
14. Profile Creates Bio and Ideal Client Verification Tested
toVerify Knowledge Researched BackgroundCheck onAdvisor
Participating Pays Monthly Fee
15. Profile Up to 20 Questions Algorithm Analyzes Personal Data
Results 4 MatchingAdvisors Introductions Advisor Chat, Call or
Email
16. Developing Relationship with RIA Firms DigitalAdvertising
(Path Interactive) SEO, SEM and Retargeting Traditional Media
Radio, Newsletters, etc. Direct Response (email, direct mail, etc.)
Discovery Database
17. Radio Advertising FinancialTalk DigitalAdvertising (Path
Interactive) SEO, SEM, PPC, Banner Ads and Retargeting
E-newsletters and Blogging Relationships with Corporations
18. Referral Market Traditional Brokers Other Matching
Guidevine Paladin Registry WiserAdvisor, etc. Robo Advisors
19. Matching onVarious Levels Core Competencies, Hobbies,
Educational Levels, PersonalityTypes, etc. Develops a Stronger
Relationship Offers Clients a Choice ofTop 4 Advisors Advisor Chat
-Video Conferencing Compliance Friendly
20. To Prospect for More Advisors Expand Market Opportunities
Beyond N.Y.Tri-State Economies of Scale Hire a Full-Time SEO Firm
Better AnalysisTools
21. Our Founders Pledge Rick Cross Founder, Right Financial
Adviser
22. Contact Information: To reach our founder Rick Cross
directly Phone: (800) 391-4970 Email:
[email protected]