First. I start with my Content Formula.
Second. I googled Top Financial Advisors.
Third. I found https://www.barrons.com/directory/william-merriam
I AM PRODUCING A: blog,video,and Copy FOR William Merriam.
I am producing Sales Copy for a Youtube Video to Post on Facebook for my friend William Merriam. He is a Merrill Lynch Wealth Management Managing Director that lives in Jacksonville, FL.
1) What do I want William Merriam to KNOW
Hey William! Wow. You know, helping 561 household finances is an amazing thing. Looks like you’ve built an amazing team as well. Do you have any processes or repetitive tasks that you feel you could automate? What are they? Are you a planner? I have planned something just for you.
2) What do I want William Merriam to FEEL
What if you could breathe a little easier preventing outflows and fee compression by automating some of your repetitive tasks? What that be good?
3) What do I want William Merriam to DO
I noticed you have a section on your website called understanding your life. What if you could make understanding people's lives an automated process then segment that data into the best salesperson to realize that person's dreams?
We can build a chatbot to ask hard smart questions. The chatbot will listen carefully 24 hours a day to 500 people at once.
The chatbot can ask them if they're worried about Healthcare or college or buying a home then deliver content that educates, inspires them on a specific topic, then deliver them to the salesperson on your team that would be best suited to build a plan for them. That's what I'm offering.
Let's Build William Merriam’s Chatbot
An automation blueprint for understanding people's lives.
This Chatbot will have four parts.
Welcome message Bot.
Our mission is to understand you and what matters most to you. To take the time, to ask hard, smart questions and to listen carefully.
Would you like to begin? Answer yes or no
Design the hard questions list Bot. Client Input fields for Chatbot. PICK 3
- Have You Ever Worked With A Financial Advisor Before?
- What Are You Doing Now?
- Do You Feel As If You're Currently Reaching Your Goals?
- Why Do You Think You Need Help?
- What Changes Are You Expecting To Occur In The Future?
- What Has Been Your Investment Experience So Far?
- What Are Your Values? Or, Besides Money, What Is Important To You?
- How Do You Picture Your Life 1/3/5 Years From Now?
- What Are Your Most Pressing Financial Concerns?
- Why Did You Choose Me?
- Do You Tend To Be An Optimist Or A Pessimist?
- Do You Have A Household Budget?
Learn About
- FAMILY Taking care of your family and other people in your life
- HEALTH Planning for healthcare expenses now and in the future
- HOME Upsizing, downsizing, remodeling or buying a vacation home
- WORK Working in retirement, selling or starting a business
Meet the team.
List the whole team out with pictures and links.
Capture System
- {NAME} Can we send you Periodic reviews to help you stay on track?
- What do you prefer? Collect email. Cell number.
- Would you like information on “segmenting” articles?
4 Problems Financial Advisors Face Today
What do you expect?
- Do you already have an idea in your head of what a financial advisor is and what services they will provide to you?
- Do you feel like your financial advisor is just looking at the bottom line performance of your portfolio and kind of missing the real problems you're having?
- Do you feel like you're going to an advisor that is too busy to take the time to listen to you and filled out a plan to meet your financial goals?
- We understand. Designing a conversation that outlines expectations streamlines the process with automation helps connect with prospective clients.
Hard to get ahold of?
- Where are you? you're hard to get ahold of? I've been trying to email you for two weeks! Does this sound familiar to you. sometimes we need help when we need help and not being able to talk to your financial advisor computer real problem.
- Most of those Finance guys believe that if your numbers are good then I don't have to dial your number.
- We do things differently here communication is top of our priority. we want to nurture a relationship and And build the future you have always dreamed about.
- Having a chatbot installed is an excellent way to always be in contact with future clients.
Just being honest.
- Do you feel like you’re financial advisor built up your hopes, dreams, and wishes only to let you down with a bottom line that didn't meet your expectations?
- Sometimes it's hard to be clear fully open when talking about money and finance and financial problems and promise. It's always good to aim high but we also need to understand the low points and how to make it through them together.
- Friend I want you to make the right choices that's why We are realistic about the risk and We outline what you need to know to make informed decisions.
- Do you feel like there’s too many choices when choosing a financial advisor? Well, let’s meet our team, and let's help you get your money right.
- You can't fly a plane without a navigation system and you can't have long-term goals without a plan to achieve them. Let's start this journey together.
Do I need a financial advisor?
Do you have the skill of money management? Do you have real money management know-how? Did you know 70% of Americans think they no money but in reality, only 30% of them could actually answer a basic question on the topic of money?
Do you ask the pizza guy to fix the brakes on your Cadillac? No that would be dangerous. So, ask money professionals on how to professionally handle your money.
A financial advisor can make it clear how much money you need to retire or get a college education or buy a new home or buy that Island in Fiji. You need concrete numbers so You can achieve those goals to Realize those dreams.
Todd Kunsman is an expert with marketing and growth and is a part of the Invested Wallet said People should prioritize savings and Investments for the future That help you reach Financial Freedom Upgrading your car or house just because you want to.
Andrea Woroch is a consumer expert. When you set up an automatic transfer, you take willpower out of the equation, and it makes saving effortless and consistent.
Chad Rixse is the co-founder of Millennial Wealth. Pay yourself first! Far too often, we fall victim to "lifestyle creep," where we raise our standard of living to match our income when what we should be doing is raising our standard of saving to match our income. When you get a raise, pay yourself first!
The Chatbot I made for William is a very simple welcome Chatbot.
It Start with a Ref URL that can be linked to any page button. It shows a nice picture of William and greats them by name. Next we ask 3 questions and wait for the clients response. Lastly we segement off into educational questions and ask them if the would like to meet the team.
.png)
We capture the clients email and cell. The information can be sent off into an Education Campaign and the Cell numbers can be added to a client update system of how the portfolio and performance.
My name is Lance Adcock. I build Business Automations. Click the link below to experience that chatbot outlined in this Content. You will also find a link to my youtube channel. Please like and subscribe and share. Comment. Thank you so much for your time.
Automate Everything!
7Ance
References.
https://www.barrons.com/directory/william-merriam
https://www.barrons.com/directory/william-merriam
https://fa.ml.com/florida/jacksonville/bill_merriam/#team-member
