Prospect Research for nonprofits and financial services

Financial Advisors & Planners:
Would you like to fill your practice with higher-net-worth clients?

Are you purchasing list after list in hope of finding new clients?

The Prospect Finder will help you
Find and Connect with your best prospects.

Propel Your Business to New Heights in 2009!

MENU OF SERVICES:

One-on-One Prospecting Coaching:

Learn which websites are best for prospecting without breaking the bank
Learn a streamlined process for growth
Learn prospecting profiling techniques you can use NOW and as your business grows
Includes: One 90-minute personalized webinar followed by two additional 1-hour personalized webinars within a span of 60 days. Maria's "Panning for Gold" interactive prospecting tool is provided to you for continued research on your own. This tool is embedded with over 75 valuable websites useful in identifying new clients in your community. The tool is delivered to you as a downloadable PDF and will be your go-to manual for focusing your search.

Outsourced Prospect Research:

Let Maria do the legwork for you on finding the prospects YOU want to find in your community. This option is perfect for busy advisors who simply don't have the time to prospect on their own.

Discuss your ideal client profile with Maria Semple.
Based on those parameters, Maria will pull together a list of high-net-worth prospects, successful business owners and philanthropists in your community.
Maria will identify additional allied professionals for creating successful referral networks.
Maria can help prequalify client referrals by providing a snapshot of their assets available in public records.
Maria will recommend events and speaking opportunities to help you get in front of your target audience.

Due to the highly personalized nature of my work with financial advisors and planners, I only take on a select number each month.

Contact me today for rates and availability.

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Tailored Training: In-house programs & webinars available.

"The Prospect Finder and Maria's workshop give you the tools and techniques you need to find and approach your best prospects. The resources presented in her workshop provide the insight and information that will allow you to save time and money while differentiating your practice well beyond what your competitors are doing."
Jim Buro, CFA, CFP®, ChFC, CPA
President
Wall Street Speaking

Go beyond Google and harness internet resources that will help you GROW your practice and qualify client prospects.

You will learn:

To qualify your leads so you work smarter, not harder
All the strategies and techniques you need to find higher-net-worth clients
A variety of no-cost and low-cost resources that are readily available to help you research prospective high-net-worth clients
How to identify philanthropists and successful entrepreneurs in your community
How to identify allied professionals for creating successful referral networks

Contact Maria Semple to schedule this dynamic seminar at your firm's location.

Click here to learn about upcoming webinars.

Downloadable & Interactive Prospecting Tools available, too.

PANNING FOR GOLD: FIND HIGH NET-WORTH PROSPECTS NOW!™
Interactive easy-to-use flash drive. Just plug & learn!
BONUS: Over 120mb FREE disc space to use any way you wish!

This unique and information-packed interactive prospecting tool will enable you to easily:

Learn the importance of researching client prospects
Launch directly to 75 specialized websites useful in prospecting on the internet
Find new client prospects in your own community
Identify successful family businesses & entrepreneurs in your community
Uncover philanthropists in your area
Research referrals before calling upon them.

COST: $49 plus shipping/handling fee.

Addl. 7% sales tax for NJ residents.

Interactive Prospecting Tool

Delivered to you on USB Flash Drive.



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