Get Approach | The Next Generation of Prospecting & Client Onboarding

Built for Advisors Looking to Use
Best-in-Class Tools

Gather

Provide your visitors with an ever-present way to interact with you and start a conversation.

Qualify

Engage your visitors with your own methodology for qualification.

Convert

Turn new prospects into familiar faces with tried and true conversion strategies.

Measure

Test your engagement tactics to ensure your onboarding process is as efficient as possible.

Old Way

Traditional Prospecting

BEFORE APPROACH

Customer

New Way

Approach-Driven Prospecting

AFTER APPROACH

Customer

Approach Use Cases:

1

Investment Client Prospecting

Provide your investment prospects with a clear path to becoming a client, without leaving them in the dark or using antiquated methods.

2

Onboarding Other Advisors

Guide new team members through all the steps of joining your firm or broker dealer while monitoring their progress to nudge them along the way.

3

Adding Money Managers to Your Platform

Adding money managers to your platform? Collect everything you need to speed up your onboarding process.

4

Selling Software as a Service (SAAS)

Transform the due diligence process to continue to drive engagement while providing all key points of information you need to make your sales process smooth.

Don’t Take Our Word For It.

See What Industry Leaders Are Saying About Approach!

"Allowing us to more deeply engage with the community before they are clients will allow us to further our purpose, to expand what's possible with money. This will transform our client onboarding."

JD Bruce

Abacus Wealth

"The prospect portal and Mineral's strategy and customization provide game-changing levels of customization for advisors to communicate and prospect better. We are very excited to provide this to our advisors."

Shannon Spotswood

President of RFG Advisory

"The ability to architect and personalize the digital journey is key to being able to reach prospective clients online. With the Prospect Portal, financial advisors now have a methodology to build it themselves."