Palo Alto, California, May 07, 2024 (GLOBE NEWSWIRE) -- As demand for financial planners increases across the U.S., one company is using technology to transform the process of generating clients and filling niches in the marketplace. And the results? Instant success from its strategy, which helps advisors identify and realize promising leads.
Pro Sales Growth is a forward-thinking firm that embraces advanced technology to transform how financial advisors attract leads for potential clients and turn those leads into appointments. It allows advisors to be more selective in choosing clients and identify those best paired to their skills.
The company works closely with individual financial advisors to reap the benefits of digital marketing. As a bonus, it has recently taken its commitment to cutting-edge technology to the next level, integrating artificial intelligence (AI) to help convert cold leads to clients. Advisors learn to prove themselves in their particular industry niches, which in turn helps to attract more clients.
Sizen Pudasaini, currently based in the San Francisco area, was a former financial planner with more than fifteen years of experience in the industry. That insider knowledge was vital in developing her firm’s breakthrough approach to building clients. Pro Sales Growth has helped over 250+ Advisors and helped bring on $200+ Million in AUM so far.
“My deep understanding of the financial industry allows me to empathize with the challenges faced by financial advisors,” she says. “State-of-the-art technology like AI is a key focus for Pro Sales Growth, enabling financial advisors to streamline operations, enhance client experiences, and make data-driven decisions, all through a predictable system that has proven successful.”
To help inform the constant evolution of Pro Sales Growth’s system and ensure that it keeps the maximum possible potential for financial advisors, Pudasaini closely tracks market changes.
“I remain deeply connected to the financial world, keeping up with the latest market news and trends,” she says. “And, through our system, we are dedicated to helping financial advisors implement innovative, non-traditional methods, including AI, to expand their client base.”
Pro Sales Growth can give financial advisors an edge in attracting the right clients, which is crucial at a time when Americans are increasingly turning to these experts to plan their financial futures, as one recent news report notes. The company’s embrace of AI is another vital tool that can help professionals overcome long-running problems affecting the industry.
“When I was an advisor, I struggled myself and saw peers struggling. We need to onboard, sell – to get you appointments and grow a business,” says Pudasaini. “Pro Sales Growth offers a new way of doing business that works more efficiently to everyone’s benefit.”
Pudasaini and Pro Sales Growth help financial advisors establish a digital presence, a vital need given shifts in the industry. “We’ve been taught to talk, network, and ask for referrals. Corporations want you to do the hard work, but there is another way of doing business, which comes as a surprise to my clients. They think it sounds too good to be true – but we show that it works.”
