At Streamlined Advisor, we are passionate about helping FA's of all sizes achieve their goals. We believe that every FA has the potential to succeed, and we are committed to providing our clients with the tools and resources they need to reach their full potential.
Automated Nurture Campaigns
Lead Generation
Center of Influence Referrals
Multi-Channel Technology Solution
OUR TEAM
Welcome! My name is Craig Scott and I have over 20 years of experience as a successful Financial Advisor.
Let's talk about you...I've been in your seat before. I know how hard it is to consistently grow a book and keep your pipeline of prospects full.
Our solution will streamline your prospecting activites so you can focus on what you do best.
FAQS
Our technology platform is $197 per month. This will provide you all the tools you need in one place to streamline your prospecting outreach and follow up. We do have a one time onboarding cost ranging from $197 - $497 depending on the complexity of your unique business.
Most of the Financial Advisors we speak with are utlizing their CRM for their existing clients, but not for their prospects. Our solution is geared towards leads and prospects. Our software can reduce the number of technologies you are using as well as effortessly include a multi-channel automated follow up system.
Once we get everything we need from you, then you should be set up within 14 days. We are in constant communication with you during this process so you will be immediatley notified of potential delays.