Welcome to Fisco Pro – Your Guide to Accessing and Using the Advisor Sales Funnel

By Fisco Pro Team

6 mins read

advisor sales funnel

We’re excited to have you on board! Here’s a step-by-step guide to help you navigate and make the most of the Fisco Advisor Sales Funnel:

Before checking the following steps, we recommend download the Fisco Pro Advisor Sales Funnel App from this link DOWNLOAD NOW

Step 1: Registration and Profile Setup

  • Register with Email: Sign up using your email address.
  • Update Your Profile: Add your name, mobile number, date of birth, and current location.

Step 2: Navigating the App

After logging in, you’ll see the following bottom navigation bar items:

Tasks

  • Add follow-up notes after discussions with customers.
  • Receive notifications one day before the due date for pending tasks.

Customers

  • View Customer List: See a list of customers with their name, current location, online status, and last seen status.
  • Add Customers: Customers can be added in multiple ways:
    • Manually: Add customers directly.
    • Lead Generation Links: Customers can register through:
      • Referral links to download the Fisco Customer App.
      • Calendar booking links.
      • Article share links with referral codes.
  • Customer Details Screen: Access detailed customer information, including:
    • Name, gender, date of birth, net worth, profession, and current location.
    • Financial goals, family members, assets, liabilities, monthly expenses, incomes, and expected future expenses.
    • Advisors can add or update financial information and family member details required for financial planning.
  • Actions: Perform actions like:
    • Call, email, or chat with customers.
    • Add tasks, generate reports, and set reminders for renewals.
    • Add assets and use forecasting tools.
    • Renewal reminders trigger push notifications to customers two days before the expiry date.

Forecast Tools

Access powerful financial planning tools to help customers achieve their goals:

  1. Budget Reality Check: Analyze a family’s ability to invest in education, marriage, retirement, term insurance, or health insurance.
  2. Higher Education Planning: Calculate future education costs and suggest saving strategies.
  3. Children Marriage Funding: Estimate future marriage expenses and recommend annual savings plans.
  4. Other Aspirations: Calculate the future value of any aspiration.
  5. Retirement Planning: Analyze current and future expenses to determine the required retirement corpus.
  6. World Tour Planning: Calculate the fund requirement for worldwide travel.
  7. Business Analysis: Evaluate business profitability before starting.
  8. Business Comparison: Compare multiple businesses to find the best option.
  9. Investment Analysis: Analyze SIP investments and potential profits.
  10. Investment Comparison: Compare multiple investments to identify the best one.
  11. Property Analysis: Evaluate a property’s future sale value before purchase.
  12. Break-Even Analysis: Calculate expected profits.
  13. EMI Calculator: Compute EMIs for any loan.

Calendar

  • Add Availability: Mark your available dates and times for customer appointments.
  • Share Booking Link: Copy and share your booking link to allow customers to schedule meetings.
  • Questionnaire: Create multiple-choice questions for customers to answer before booking.
  • Meeting Details: Add location (physical/virtual), meeting links (e.g., Zoom, Google Meet), and duration.
  • Notifications: Receive email notifications when customers book appointments.
  • Customer Access: Customers can view your calendar on the Fisco.in website and download the Fisco Customer App to register under you.

Articles

  • Create and share impactful articles on financial planning.
  • Articles are instantly visible to your customers in the Fisco Customer App.
  • Share articles on social media to generate leads.

Account

  • Profile: Update your profile and access lead generation links.
  • Lead Generation: Copy and share referral links on social media or other platforms to attract new customers.
  • Legal: You can check about us Fisco Pro Pvt Ltd, contact, privacy policy, terms and conditions, refund policy.
  • Settings: Set forecasting mode; bot mode or manual mode while using the forecasting tools, and set preferred currency.

Step 3: Tips for Success

  • Regularly update customer's financial data for accurate forecasting or advise customer to update in Fisco Customer App.
  • Use the calendar feature to manage appointments efficiently.
  • Share articles and lead generation links to grow your customer base.
  • Leverage forecasting tools to provide actionable insights to customers.

Discover the Powerful Features of the FISCO PRO Advisor App!

Download Now and Elevate Your Financial Advisory Business!

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