So Much More Than just Whatsapp and a Scheduler
Propel Your Financial Advisory Business With Whatsapp Marketing
Nurturing With Your Clients Made Easy
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The Ultimate Solution for Staying Top-of-Mind With Your Clients And Build Lasting Relationships That Lead to More Conversions And Sales.
First 4 , the preferred choice of over 1,000 Financial Advisors, to generate leads and achieve new career heights.
Get More From Your Leads and Clients!
Are you tired of feeling like you're constantly chasing after your clients and struggling to generate new leads?
As a financial advisor, it can be frustrating to spend so much time and effort on client communication and marketing, only to see little results.
But the problem isn't with you – it's with your outdated communication strategy. In today's digital age, clients expect more from their financial advisors.
They want personalized, timely communication that speaks to their individual needs and goals. And if you're not providing that, you're at risk of losing their business.
Operate Your Financial Advisory Business Better From The Start
The Old Way:
Email marketing - Low Open Rate
Only broadcast to your clients/prospects when there are new promotional updates from company, which makes them feel like you only want to sell them
Wasting time on Whatsapp's broadcast list feature that does not deliver your message to contacts who do not save your number
Lose leads that you do not have the time to follow up with
The New Way:
Whatsapp Marketing - Up to 98% Open Rate
Plan your message content within one day and schedule the broadcast for the week/month.
Broadcast to contacts who do not even save your number
Rebuild relationships with leads or clients whom you have not contacted for a long time
Maintain relationships with leads or clients so that you are on top of their minds at all time
By educating and keeping your clients up to date with the latest market news and updates.
Your clients will view you as the subject expert and keep coming back to you for more financial advice.And of course, this opens up more opportunities for you to introduce them new services and products, thus, helping you to increase your clients’ lifetime value and recapturing lost sales that are potentially lying on the table.
That's where our First 4 app comes in. With features like Whatsapp broadcast messaging,
our app helps you stay top-of-mind with your clients and build lasting relationships that lead to more conversions and sales.
Since implementing our app, financial advisors have seen a significant increase in client engagement and satisfaction. In fact, our app has been shown to increase open rates by up to 98%
open rate & a 45-60% click-through rate - 5x more than emails & SMS, resulting in more successful client communications and ultimately, higher conversion rates.
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Check Out This Demo!
First 4 is more than just a communication and a scheduling platform.
It's a comprehensive solution for Financial Advisors, allowing them to build their entire business on one platform. Create landing pages, calendars, emails, whatsapp broadcast, and automations to streamline the sales funnel process and focus on booked appointments and closing sales.
With First 4 , entrepreneurs can easily manage all aspects of their business in one place.
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What Else Can First4 App Do To Help Your Business Grow?
First 4 App: All-in-one business growth platform, easy for anyone to use, includes everything you need to grow your business.
Create high-converting landing pages for booking meetings and pre-framing your prospects, all in one easy-to-use platform.
Create high-converting landing pages with ease using our drag-and-drop builder and pre-designed funnel templates specifically tailored and proven to convert in the financial advisory industry
First 4 App Replaces:
Integrated Calendar
With calendar integration, easily include your calendar on landing pages, emails, surveys, forms, and more. Allow leads to book appointments with you on the spot, eliminating the need for follow-up and streamlining the scheduling process. Book appointments instantly and focus on closing sales.
First 4 App Replaces:
Pre-Built Automated Nurturing With Whatsapp
Fully integrated with an automated WhatsApp message sequence, which will be send out to your clients or prospects after they scheduled an appointment with you or left their details on your website , and this helps to pre-frame your clients about your expertise and ensure that they come prepared and ready to get the most out of your time together if they were to meet you.
First 4 App Replaces:
A Whatsapp Broadcast and Message Scheduling Tool
Stay on top of your clients' minds by giving them up-to-date market news, educating them with financial tips so that you become the go-to subject matter expert whenever they need to seek any financial advice.
First 4 App Replaces:
NONE : WE ARE FIRST IN THE MARKET
This is for you if you are facing these struggles:
Lack of time : As a financial advisor, you have a lot on your plate. Between client meetings, research, and other administrative tasks, it can be difficult to find the time to craft personalized messaging and marketing campaigns.
Difficulty staying top-of-mind : With so many financial advisors competing for your clients' attention, it can be tough to stand out and stay top-of-mind. How can you ensure that your clients remember you when it comes time to make a financial decision?
Ineffective communication : Even if you do have the time to craft messaging and marketing campaigns, they may not be as effective as you'd like. Are you reaching the right people, at the right time, with the right message?
Lack of follow-up : Generating leads is one thing – but converting them into clients is another. Without a solid follow-up strategy, you may be missing out on potential sales and revenue.
First App Replaces the core functionality (and costs!) of all this software:
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Meet other Consultants just like you building their business using all their tools on
One platform, First 4 App.
Ryan
Senior Wealth Manager
"Since using the First4 App, I've noticed a significant increase in client engagement and satisfaction.
This is a game-changer for financial advisors like me as it allows me to communicate my value proposition to my prospects before they even meet me"
GTO
Senior Financial Manager
"Tracking my client engagement with the app has been incredibly helpful. The ability to broadcast messages and newsletters to all of my client through whatsapps at once has also made a huge difference in my ability to communicate effectively and stay on top of my clients' minds"
Sidhesh
Recruitment Consultant
"Since using the First4 App, I've noticed a significant increase in client engagement and satisfaction. The ability to broadcast messages and newsletters to all of my clients at once has made a huge difference in my ability to communicate effectively"
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Pricing:
$67/mo
Billed Monthly, Cancel Anytime.
Pre-Built Funnel Templates
Unlimited Calendars
Unlimited Funnels
Unlimited Users
Unlimited Domains
Appointment Reminders
Email Marketing
Whatsapp Marketing
CRM
Tracking and Analytics
Reputation Management
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Here Are A Few Other FAQs We Get A Lot:
If I have questions, is there someone I can talk to?
Yes! We have a first class support team who can answer your questions 24 hours a day, 7 days a week! Just click on the "support" link on the bottom of any of our pages or click here.
How long are your contracts?
There are NO long term contracts or commitments. You can use First 4 App month to month, and cancel at any time you'd like!
Can I integrate my favorite tools with First 4 App?
Yes, while we suggest that most people only use First 4 App to run your company, we also know that some of you have your own favourite tools you've used in the past, so we integrate with most of the top service providers like Zapier.
Do I have to pay for updates?
No! We give constant updates to our software, add new templates and you get it all for FREE! Because First 4 App is on the cloud, when we make an update or add new features, they automatically show up in your account!
Who owns the data / content / subscribers?
You do! Any content (including your users) is 100% owned by you. First 4 App doesn't have permission to use that content or contact your users for any reason.
If I cancel my First App account, will I lose my data?
As with most "software-as-a-service" platforms, when you cancel your account, your data will become inaccessible, but don't worry, before canceling you have the opportunity to download csv files of your contacts and members or "pause" your account and we'll keep everything backed up waiting so you can come back again later!
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