According to MNFA, the platform would combine financial analysis tools, online and call-based marketing technology and performance marketing tactics to drive client referrals on a larger scale.
For the advisors, the platform can be a turn-key solution that would enable them to grow their wealth management business, claims the company.
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Frank Troise, MNFA’s founder, said: "Referrals are generated through targeted offers we promote to Baby Boomers for comprehensive financial planning analysis. MNFA helps assess their financial needs and, if the Boomer chooses, connects them with a financial advisor that is eager to help them."
MNFA’s new syndication platform offers financial advisors two innovative methods for acquiring prospective clients; MNFA Generated Referrals and Financial Advisor Generated Referrals.
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