Knowledge base of Prospects of Wealth 2.0
In the 1st part of our video guide of Prospects of Wealth we talk about our vast database of executives called POW. By combining their contact information with our Portfolio Crash Testing (PCT) tool, you have a powerful prospecting platform. On the search page you can see how to find a prospect in your area. After entering all the criteria of your search, you get to the page with the results of the search.
In the 2nd part of our video guide of Prospects of Wealth we talk about the results of our search. On this page you can see all the information about your prospects: Name and Occupation, Contact information – Phone number, Email address, Social accounts and Available Plans. By clicking on the hyperlinked plan in the Available Plans column, you can launch the plan menu in PCT to measure its risk using the special methodology of the tool.
In the 3rd part of our video guide of Prospects of Wealth we launch the plan menu in PCT to study the prospect’s portfolio and measure its risk using the stress testing methodology. We have a list of different scenarios here along with the risk score, the crash rating. We examine the plan using PCT’s robust scenario analysis.
In the 4th and the last part of our video guide of Prospects of Wealth, having carefully studied the prospect’s portfolio using our PCT tool, you are ready to create a message and start reaching out to your prospects. You can also request an email of the prospect if needed.
