Prospect Reconnect

On Wordpress Sites

Marketing Tools

Plug and Play with WordPress

Signup

Sign-up and we will setup the tagging code, customizing your ads, etc.

We Configure

We install a WordPress plugin to activate the prospect tracking and tagging.

Be Seen

Later, for up to 6 months, visitors of your site will see customized ad content for your firm.

New Clients

All marketing points directly back to you so you can handle via your normal prospect on-boarding process.

RIA Industry Statistics

Where do you fit?
42%
Average
Average Firm Profit Margin
58%
Top Performers
Top Performers Profit Margin
12%
Average
Average Firm percent of budget for Outside Experts
31%
Top Performers
Top Performers percent of budget for Outside Experts
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