Your prospects are just like you, they keep getting the same pitches to buy this and join that! That has made them numb to requests. Today you must provide immediate value if you want to be heard. That is where offering them on-demand education and premium money aggregation tool gives you the upper edge and goodwill. From there you can build trust and engagement.

Peer-to-peer lending (P2P for short), one of the newest and fastest-growing investment strategies, is a byproduct of the digital age.

EveryIncome is front-office marketing, prospecting, and education tool designed to help advisors promote themselves and their practices while encouraging the use of financial products through financial literacy, wellness, and education.