Business Development Department

What is the biggest concern financial professionals have? Finding clients!

Our firm has developed programs to help

grow YOUR practice!

ZoomInfo

Get access to one of the best & most trusted databases in the country.

ØHow does it work?

ØHow can you use it to penetrate your target market?

ØWe can help to build out targeted lists prior to purchasing license.

Helpful Links

Zoom Info Website

Zoom Info Checklist

Zoom Info Phone Language

Program Cost:

$1,800 for Annual Subscription

Allows for 1,000 Lead Exports per month

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The FRS Program

•Over 600,000 Employees in the Florida Retirement System

•DROP - $100,000 - $1,000,000 in rollover assets

•6000+ Employees retiring annually from the FRS

•Pension Shortfall (GAP Solutions)

•Future Smart Digital Program

•Self Directed Brokerage Investment Opportunity

•(10 Billion+ in potential assets)

Helpful Links

Link to State Employee

Market Materials

Program Cost:

$200 Initial Setup & 20% of FYC/RYC 

Leads App.jpg

MassMutual Leads App

ØPhone must be encrypted with WS1 for access

ØAgent is allowed 2 Lead Requests per day

ØLeads are nationwide

ØMust be comfortable selling over the phone

Helpful Link

Link to LeadsApp Material

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Medical Market

What is the Medical Market Program?

We have contact information for all licensed medical professionals in the state of Florida with a system that helps you get in front of them on a favorable basis.

Types of Medical Professionals:

•Nurses

•Pharmacists

•General Practitioners

•Specialty Physicians

Helpful Link

Link to Medical Market Materials

 

Program Cost:

$375 per Calling Campaign

 25% of FYC/RYC 

Self Directed Brokerage

A 401(k) self-directed brokerage account allows participants to make investments outside of their regular plan window. So rather than investing in a limited number of options offered within the plan, a self-directed brokerage account often includes many more investments like stocks, bonds, mutual funds, and ETFs.

Helpful Link

List of Companies

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C.A.P.S College Planning Seminars

Program Requirements

•Securities Licensed Preferred

•Must have Support Available for Events

•Organizational Skills

•Open to Joint Work and Split Commissions

•Must go through Interview and Screening Process

Helpful Link

Link to CAPS Marketing Materials

Retirement Seminar Programs

Since 2003, Retirement Planning Today® has been conducted at thousands of schools and colleges across the

country. Courses are taught exclusively by authorized and trained instructors. No sales presentations are allowed during the course.

Retirement Planning Today® contains something for everyone. We address financial issues that pertain to the self-employed as well as employees of corporations and government agencies. 

Rotman & Associates

Rotmanandassociates.com

Over 20 years in partnership

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SmartAdvisor

Ø“Zillow” for Financial Advisors 

ØProspects looking for Fiduciary (CRIA Only)

ØMonthly Marketing Budget Required

ØComfortable in competitive environment

Helpful Link

Link to Smart Asset Material

Online Lead Generation

Coastal Wealth has MULTIPLE strategic alliances with vendors that provide EXCLUSIVE qualified leads at competitive prices. 

Contact Noah to get started

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Appointment Setting Services

Business development offers appointment setting services to help with calling your clients and prospects. 

Contact Noah to get started