Need to know more before you get started?
Hi! Welcome to the Hoard Clients system. The system that will generate 300 qualified referrals if you just have 100 clients in the system! As in anything, the best way to learn how something works is to give it a try. That's why we give you a 30 day free trial of the system. We know you'll love it if you try it! Some people like to talk to someone before they try something. After extensive polling of the successful people that use Hoard, they made the point that Hoard is so easy to use, they would prefer cheaper costs over having someone to answer questions 24/7 when the system is so easy they don't even have any questions! So you will find we always act on our customer's feedback and we cut the costs and got rid of our 24/7 live support operators but we still feel its important that you have access to our experts so you can:
- Talk to a Hoard Marketing expert live at 2:00 p.m. CST Monday through Friday who would be glad to answer all of your questions
- You can also watch our educational Webinars where we answer most other questions at a time convenient for you, just click the Watch a Hoard Webinar button right on top of our home page
- Give us an email with your questions and we will get back to you promptly.
- Better yet, why not just sign up for our free 30 day, no-risk free trial and we'll send you a free sample card so you can see for yourself how it will create an avalanche of loyalty, leads and referralsÃ! Click here to get your 30 day no-risk free trial started now.
I know you probably have a lot of questions so I thought I would quickly cover the 4 or 5 that always come up so you can better understand How Hoard will work for you. The Questions we get over and over are:
- How do you actually use Hoard to prospect?
- Who should you use Hoard with? Your clients or prospects?
- How do you get your clients entered into Hoard?
- What about Compliance issues?
- How Much does it cost?
So let's just take two or three minutes and address each of these great questions right away:
- How do I use this for prospecting—Your best prospect is your competitors best clients. They have money and they like having help managing it. It has been well documented in several studies that the #1 reason people leave their current advisors is lack of contact. Hoard cards are designed to contact your prospects in a way that their current advisor is not. The most personal way possible, the handwritten note. Think about when you receive a handwritten note. Do you read it? Do your competitors send out handwritten notes. When you do, guess who starts calling you? Your competitors clients a few at first, then more and then a flood. Once they know you care enough about your people to write handwritten notes and their guy doesn't it's all over. You have a new client. For some people it's one card for others it's a dozen, but wouldn't you send out a dozen handwritten cards to bring on a client worth $5,000 or $15,000 in commission?
- We do get questions about who to send these cards to? Prospects or clients. The answer? Yes—to prospects and clients—but in different amounts and different pieces. We have a Royal/Loyal program that we recommend you use with just your top 100 clients, this will give you on average 3 referrals per client or 300 referrals a year on average from your best 100 clients. This is an intensive program of 21 contacts over the year. To the rest, we recommend dripping on them just once a month and on the major holidays.
- How about compliance? Because the messages are crafted using the Science of influence, we purposely keep the messages to personal and away from finance so most compliance departments have told us they don't even want to see them. Any that you do need to changed can easily be changed.
- How much does this fantastic tool cost? Anywhere from free to $9.95 depending on what you want to do with it. If all you want to do is use it as an easy to use calendar and database—it's free. If you want to just touch base with a client it could cost you 15 cents. If you want to create 300 referrals it would cost a little over $2 a month per client to get 3 referrals from them a year. We have made the system very flexible so that you can use it to create an avalanche of new clients and referrals if you want to spend a little over $2 a month or just 15 cents per client per month if all you want is a trickle of new clients and referrals. It's totally up to you!
