Providers

Virtual Sales Advisor has the ability to help Providers gain greater market share within the advisor community by utilizing our strategic business development system. The idea for VSA was created during numerous meetings with wholesales who came through my office, speaking about their recordkeeping platform, their websites functionality and superior collateral material. As a producing 401 k advisor I sat across from them thinking I wish they had a systematic approach to help me build me business and in turn I’d ultimately grow their AUM through a deeper pipeline of opportunities.

After reaching out to several organizations, we came up with a plan to help impact a Provider’s footprint through a strategic partnership with VSA. By developing and implementing a complete business development system that includes lead generation, pipeline management and sales cycle assistance for advisors, we quickly realized that the real opportunity was the branding for the Provider. Now through VSA’s private label program we can greatly enhance your brand and the number of proposals within a specific geographical region or classification of advisors.

Many advisors have asked the same question; “Who should I be partnering with to support my business growth?”

VSA is the first multifunctional lead generation engine in the marketplace. As providers, you know have the opportunity to private label a lead generation program that complainants your wholesalers efforts on the street.