Platinum Advisor Strategies Launches Goal Tracking Application To Help Financial Advisors across the US With Marketing And Practice Management
- Virtual Roadmap is a fully customizable, proprietary technology that creates a detailed action plan to practice management and marketing success unique to the advisor user.
- Virtual Roadmap weighs and ranks 65 items and tasks in a custom order with the goal of increasing the advisor’s quality of life and augmenting their business’ growth.
- The advisor user follows their Virtual Roadmap with the assistance of a personal assistant through 4 ranked levels to eventually achieve Elite Status.
THE VILLAGES, FL – May 14, 2014 – Platinum Advisor Strategies, a leading web-based marketing and consulting firm to financial advisors nationwide, today announced the launch of Virtual Roadmap. Virtual Roadmap is a proprietary practice management and marketing technology that provides financial advisors with a fully customizable and detailed action plan to help grow their businesses and improve their quality of life.
Virtual Roadmap weighs and ranks 65 unique tasks that are designed to positively impact a financial advisory firm’s bottom line. The tasks are weighted by averaging two factors – the Platinum Assigned Weight which is based on expense to the advisor, ease of implementation, and the overall impact to the advisor user’s firm, and the Advisor User’s Weight which is ranked by the individual during the initial set up of their Virtual Roadmap and can be edited at any time. The Virtual Roadmap, in conjunction with Platinum Advisor Strategies consulting team, guides the advisor user through their customized roadmap while holding the user accountable, as only a Platinum consultant can mark a task complete.
“We’ve found that most of the industry’s practice management resources are too broad and do not help advisors tackle the common ‘where do I start?’ problem,” said Robert Sofia, Co-Founder and COO of Platinum Advisor Strategies. “With Virtual Roadmap, our intent is to engage our advisor users in the process with a tailor-made, clear, and controlled path to success.”
The Virtual Roadmap tasks vary from general practice management exercises such as segmenting clients, setting minimums, and hiring staff, to specific marketing initiatives designed to help diversify and increase an advisor’s client base such as hosting social events, advertising, and prospecting with social media. As the advisor user completes tasks on their Virtual Roadmap, their rank increases which will ultimately reach Platinum Elite status. The Platinum Elite rank signifies that the advisor user has completed all the tasks that an advisor with $1M+ annual production typically experiences in his/her practice.
“We at Platinum are always growing and improving to better serve our advisors,” said Robert Fross and Thom Fross, Co-Founders of Platinum Advisor Strategies. “As financial advisors ourselves, we know first-hand that running an advisory firm can be balancing act. Our new Virtual Roadmap allows our advisors to enter the consulting process with ease while allowing our team to better focus our resources for maximum impact.”
Press Contacts:
FiComm Partners
Jacqueline Silva -- 212-626-6532, jacqueline.silva@ficommpartners.com
Jason Lahita -- 973-460-7837, jason.lahita@ficommpartners.com
About Platinum Advisor Strategies:
Platinum Advisor Strategies is a web-based marketing and consulting firm to financial advisors nationwide. Launched in 2009, Platinum has rapidly grown from a handful of financial advisors to a network of over 1400 of the nation’s leading advisors. Platinum provides its clients with everything they need to attract and retain high net-worth clients. This includes effective prospecting events, client appreciation events, letters, market updates, sales literature, websites, social media tools, and office procedures. For more information on Platinum Advisor Strategies please visit www.platinumstrategies.com.
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