Generating Financial Advisers clients on a pay per client basis. Find out more, visit: http://www.econnexx.com/investor-reach

1. Investo
The new age of
client generation for
Financial advisers.
No more leads. Just clients.
www.econnexx.com/investor-reach

2. Investor Reach
TM
STEP 1.
1.
CHOOSE YOUR IDEAL CLIENT PROFILE
Financial
advisers
register
for
InvestorReach™
in
order
to
generate
clients
with
a
certain
investment
por8olio
value,
located
in
a
specific
geographical
area.
The
adviser
selects
the
client
profile
and
pays
an
ini?al
booking
fee.
InvestorReach™
then
market
through
a
central
brand
(ukmoneysite™)
to
provide
the
required
client
type.

3. STEP 2.
1.
ATTRACT INVESTOR INTEREST
ukmoneysite™
is
a
brand
developed
by
econnexx
to
aFract
high
net
worth
investors
by
providing
unrivalled
informa?on
and
complementary
por8olio
reviews
highligh?ng
the
exact
performance
of
funds
held
within
an
investors
ISA,
Pension
or
Investment
por8olio’s.
Investor Reach
TM

4. STEP 3.
1.
WE PROVIDE VALUE TO THE INVESTOR
Providing
complementary
por8olio
reviews
our
internal
team
demonstrate
to
consumer
investors
that
a
large
propor?on
of
their
investment
funds
are
3rd/4th
quar?le
performing
funds,
the
investor
then
ques?ons
their
investment
choices,
or
advice
received
to
date.
Investor Reach
TM

5. STEP 4.
1.
PERSONAL RECOMMENDATION FROM OUR TEAM
Once
investors
receive
their
por8olio
analysis,
they
are
presented
with
two
op?ons:
(1)
they
can
subscribe
to
the
ukmoneysite
subscrip?on
service;
(2)
they
can
be
referred
to
one
of
our
Expert
Panel
Advisers
who
will
assist
them
in
developing
a
more
suitable
por8olio.
Investor Reach
TM

6. STEP 5.
1.
INTRODUCTION TO OUR EXPERT PANEL ADVISER
Once
a
need
for
further
advice
has
been
iden?fied
we
introduce
the
Investor
to
our
Expert
Panel
Advisor.
The
client
will
match
the
par?cular
client
profile
and
geographical
area
requested
by
the
Expert
Panel
Adviser.
Investor Reach
TM

7. STEP 6.
1.
CLIENT HANDOVER
The
allocated
adviser
will
gain
access
to
all
communica?on
between
our
team
and
the
investor,
including
por8olio
reviews
and
conversa?on
notes.
If
the
investor
does
not
proceed
as
a
client,
we
will
takeover
the
contact
and
provide
a
new
suitable
client.
Investor Reach
TM