Low industry cross-selling rates indicate that advisors don't often know whom to
call or why.
RightBridge®provides advisors
with a list of WHOM to contact and WHY they should contact them, to
justify the reason for the contact. RightBridge also provides a sales process to
assist advisors in prospecting, whether it be done by phone, by email, or by inserting
the client into a task-list in Microsoft Outlook or your CRM system, for future
follow-up activities.
Within the RightBridgePro tab, advisors can quickly hone in on certain areas of their business. Each Quick
Search link provides a different way for the advisor to approach their book of business:
High Scores
- Ranks clients by the highest scoring opportunity.
By Suggestion
- Filters clients by highest relevance score for a specific suggestion or product.
By Life Event
Filters clients by life event and the date the event occurred.
Profile Incomplete
Filters clients based upon data completeness.
Time Sensitive
Filters clients with urgent or time-sensitive opportunities.
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