Revolutionizing How Financial Professionals Connect With Prospects
IFW Digital is transforming how financial professionals engage with prospects, turning them into clients to shape their retirement future with confidence and clarity.
High Intent Leads & Appointments
Guaranteed Monthly Leads Aged 45+ Actively Planning for Retirement and Seeking Their Retirement Score! Plus, Dedicated Caller and Digital Communications to Secure Appointments for You.
Cutting-Edge Communications & Technology
Real-Time CRM Access, Automated Personalized SMS & Email Nurturing for New Prospects and Past Leads, and Live Webinar Invitations with Appointment Setting Capabilities.
Unmatched Service and Support
High-Touch Onboarding and Training, Dedicated Account Management, Exclusive Study Groups, Monthly Reporting, and Optional Concierge Service for Added Convenience.
IFW Retirement Score Leads & Appointments Program
A truly connected experience between you and your prospects! Fueled with unmatched service and value to support your success!
How it Works
Prospects Request Their Retirement Score
Prospects find their way to you through live webinars, email campaigns, paid ads, social media, or organic search.
Real Time Leads Delivered to Your Dashboard
State-of-the-art CRM with 24/7 access to manage your leads, appointments, activity, deals, and pipeline effortlessly.
Customer Communication & Engagement Begins
Automated SMS, email, and call center communications that build trust, educate, and help convert your leads into qualified appointments.
FAQ'S
Every lead is 100% exclusively owned by YOU. This is crucial to remember because the “game is long.” These leads may find their way to a webinar or engage with us months later, and they will still be connected to you!
- a. If you have a concierge meeting someone on your behalf, you will see it
updated in your CRM lead status to “1st meeting set.” - b. If a concierge sets a Roadmap Review appointment for you, it will immediately
appear in your calendar, and you will receive an email notification. - c. If a caller or digital communication sets an appointment for you directly, you
will receive an email notification, and the lead status will update accordingly.
a. Use your IFW Hubspot calendar or your preferred personal calendar when you
have a concierge. When using your own calendar please make sure to
manually update the lead status immediately. This is critical, or we will not
know you’ve updated the status.
IFW aims to immediately contact your new direct Retirement Score leads, and we reach out to webinar leads right after the webinar. In the first month, we contact leads regularly, often once a day. After that, we pace it a little slower to avoid any complaints.
Absolutely. Just let your account executive know and we’ll get you started on your new plan as soon as possible.
YES, absolutely! Leveraging IFW’s valuable content is part of the program.
YES, absolutely! Take advantage of IFW’s customized CRM and you may even be able to save some $ by using it for all your CRM needs!
Absolutely. Just make sure to connect the dots and acknowledge that you are aware IFW has been reaching out on your behalf, but you just wanted to introduce yourself!
Please email skylar@the-ifw.com and she will help you reset your password as soon as possible.