Part 2: How does Razor Leads work?

By Dave Faulkner

In Part 1, we looked at building a client acquisition process with Razor Leads. But what is Razor Leads, and how does it actually work?

Razor Leads is a client-facing retirement income calculator that anyone can use to calculate their potential retirement income. After calculating their potential retirement income, prospects will then have the option to share their information with a RazorPlan™ advisor for further analysis of their situation.

Prospects and clients can access Razor Leads in the following ways:

  1. The Razor Leads landing page link, created in RazorPlan, can be shared with the client directly via email.
  2. Add a link to your email signature that directs prospects and clients to your custom Razor Leads landing page.
  3. Add a button (or link) on your website that links to your custom Razor Leads landing page.

The Razor Leads interface uses the RazorPlan™ calculation engine to output the results. This means that the results provided by Razor Leads will always be consistent with the results you will get when you meet with the client for further planning. This helps to add credibility to the planning process.

When a prospect connects with an advisor, their account is linked to the selected advisor who can then access the information using their RazorPlan™ account. The advisor will also receive an email outlining the details of the file and a lead will be created in RazorPlan. The RazorPlan lead will contain results of the file as well as the data entered and can be used to create a RazorPlan client file.

Setting up your custom advisor-branded Razor Leads landing page is easy. Simply log into RazorPlan™ and click on the Razor Leads section. Here you can create your Advisor Profile, which will include a picture and your bio. Once set up, you are ready to use your Razor Leads landing page as part of your Client Acquisition Process.

NOTE: It can take up to 15 minutes to implement your changes on the live system.

Part 3: How to use Razor Leads to grow your practice

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  1. […] Prospecting with Razor Leads: Part 2 […]

  2. […] Part 1 and Part 2, we covered the importance of defining a Client Acquisition Process and provided an overview of […]

  3. […] process outlined in part 2 and part 3 suggests simple daily, weekly and monthly activity goals that offer two […]

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