Welcome to Fisco Pro – Your Guide to Accessing and Using the 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!