1. 1. An Online Client & Financial Advisor Matching Service www.rightfinancialadvisor.com Phone: (631) 416-8000 Email: info@rightfinancialadvisor.com
2. 2. Weve Been Called Match.com for Investors and FinancialAdvisors
3. 3. Video conferencing for advisors and investors. Connect with more clients without having to leave the office. Compatible on multiple devices. Reach More Clients
4. 4. 0% 10% 20% 30% 40% 50% 60% 70% Hard to Know What Sources Can be Trusted Good Financial Advice will Cost More than I can Afford Hard to Find Time to Look For Financial Advice Not Sure Where to Start Looking for Financial Advice 64% 44% 35% 31% TIAA-CREF Survey Results Survey Results Source:TIAA-CREF Advice Matters Survey, Executive Summary, 9/9/2014
5. 5. 223,400 InvestmentAdvisors (U.S. Dept. of Labor, 2012) 52.3M Households with a net worth over $100K (Census 2010) 13% of the Households use a FA (Nielson Local) In the HNW Space, 15% to 20% buyers remorse (4.5M 6M People)
6. 6. No Advisor** 56% Advisor 44% 10,000 NEW RETIREES EACH DAY* * Social Security Administration ** Understanding and Managing the Risks of Retirement, from the Society of Actuaries
7. 7. Wells Fargo Investment Advisor: 21,160 Retirement Planning Help: 71,820 Financial Planning Help 103,780 Financial Advisor: 21,020Investment Advisor: 119,070
8. 8. Investor Analytics Date Range: 8/1/2014 - 2/28/2015 Sign Ups Competed Profile Total Portfolio Size Total Investible Assets Avg. Portfolio Size Median Portfolio Size Cost of Acquisition 120 77 $41,105,909 $48,605,909 $775,883 $400,000 $259
9. 9. Larry Kudlow Commercial 16M of new Client Introductions
10. 10. Attracts Advisors* *Yes, we know the graphic is cheesy, but you get the point.
11. 11. Founded by a 34-year Financial ServicesVeteran 4 Full-Time Staff Members, 2 Part-Time Members MoreThan 60 years of Experience in Financial Services Industry
12. 12. Rick Cross Founder Alan Starost Marketing Officer Nick Bredow Digital Marketing Officer Scott MacDonell Head Programmer Samantha Modafferi Office Manager Pam Cordes Public Relations
13. 13. Investment Relationships should be Deeper than Exchanging Money Cloning A and B+ Clients Stronger Bonds BuildTrust Increases Client Retention Some Financial Help Requires a Unique Skillset Examples: Children with Special Needs; Executive Stock Benefits
14. 14. Profile Creates Bio and Ideal Client Verification Tested toVerify Knowledge Researched BackgroundCheck onAdvisor Participating Pays Monthly Fee
15. 15. Profile Up to 20 Questions Algorithm Analyzes Personal Data Results 4 MatchingAdvisors Introductions Advisor Chat, Call or Email
16. 16. Developing Relationship with RIA Firms DigitalAdvertising (Path Interactive) SEO, SEM and Retargeting Traditional Media Radio, Newsletters, etc. Direct Response (email, direct mail, etc.) Discovery Database
17. 17. Radio Advertising FinancialTalk DigitalAdvertising (Path Interactive) SEO, SEM, PPC, Banner Ads and Retargeting E-newsletters and Blogging Relationships with Corporations
18. 18. Referral Market Traditional Brokers Other Matching Guidevine Paladin Registry WiserAdvisor, etc. Robo Advisors
19. 19. Matching onVarious Levels Core Competencies, Hobbies, Educational Levels, PersonalityTypes, etc. Develops a Stronger Relationship Offers Clients a Choice ofTop 4 Advisors Advisor Chat -Video Conferencing Compliance Friendly
20. 20. To Prospect for More Advisors Expand Market Opportunities Beyond N.Y.Tri-State Economies of Scale Hire a Full-Time SEO Firm Better AnalysisTools
21. 21. Our Founders Pledge Rick Cross Founder, Right Financial Adviser
22. 22. Contact Information: To reach our founder Rick Cross directly Phone: (800) 391-4970 Email: rcross@rightfinancialadvisor.com