DiscoverFIN helps you attract quality new clients and team members, and convert them into event attendees and appointments.
How Fin WORKSWe curate daily personal finance content through the feed, enable prospects to watch videos, give free access to a budgeting tool and a direct chat interface with a financial advisor.
Web app links to help you generate, qualify and close more recruits and clients.
Schedule and post FINRA/SEC compliant content in finance, investing, insurance etc.
Rocket-speed prospecting with NFC-embedded FIN bracelets.
Research driven video content to help you build trust with your prospects.
Pre-designed campaigns that automatically send campaigns to your prospects based on the actions they take on your web app links.
All your lead-capture web app links come integrated with landing pages to help you get more appointments.
The DiscoverFIN APP for advisors is the easy-to-use control room for your DiscoverFIN marketing software.
For years we’ve been looking for a simple and easy process that walks a person through the education of what we do to the end result of getting a coach to help them implement it. Knowing that we have a way to share our education faster and easier expands your mindset on what our business could be. Truly, we haven’t even scratched the scratch on the surface of what’s possible!
I've been with the company for over 15 years and I have to say The FIN Link has revolutionized my business. It has made Prospecting so much easier and saves a ton of time when it comes to meeting with prospects. You will know from the onset what a person has interest in on the first appointment. I love the fact that the prospect can "book" their own appointment in your calendar. FIN is an amazing tool.