Member program introduction june 2010


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  • Thank you for your interest in Consumer IQ, A specialist Community for Financial Services.
  • Financial Services referrals and new business opportunities are built on relationships. Developing those relationships in a virtual setting has been difficult until now, thanks to the consumer IQ eReferral Networking Hubspot which is a strategic coordination of your online resources presented in a no-pressure format that is dedicated to promoting interaction and new business opportunities.
  • As you can see, the profile itself draws all your existing resources into a single location, which is presented to consumers who have found it as they were looking for someone to help, which provides for better opportunities for interaction and business relationships. Even more important is the fact that it’s completely flexible so as current social sites and other networks become outdated, you can adjust the links to reflect new resources you may be using.
  • Our goal is to deliver traffic and optimization to our members and it’s accomplished through a very specific coordination of consumer resources on We promote and host group webcasts, accept direct questions from consumers and also allow them to do direct search for specialists if that is what they want. These resources provided in a no-pressure environment allow for a higher level of traffic, interaction, and business opportunities for members that participate.
  • Our membership packages take the guesswork out of establishing an online identity that can deliver targeted traffic. Decide on the level based on your business and budget needs. To keep things simple we charge a flat monthly rate for the services and nothing for traffic, clicks, or conversions, which means the more you participate the better the return on your investment.
  • For a more visible perspective of the process, consider the following graph that details the strategies and resources you may decide to use in developing referrals and business leads. Our goal is to provide a one-stop-shop for all the technology you would need, that allows you to focus on interacting with traffic rather than trying to find it.
  • Additional benefits to being a member are that we have FINRA and SEC compliant approvals, we deliver individual consulting services around all levels of technology and automation that help with efficiency and time management, and lastly we provide member to member networking tools that help facilitate the development of professional referral relationships. All this combining to create a very unique membership community.
  • The process to get involved is easy and we are able to work with compliance for those who have those types of restrictions. First choose the membership that best suits your needs and submit your information that we can use to create and optimize your hubspot. Once we have all approvals needed to go live with the membership, you can network and market yourself in any number of ways and we even provide monthly detail reports that help with targeting.
  • Consider the unique strategic advantage our community can provide and book an online consultation today!
  • Member program introduction june 2010

    1. 1. Consumer IQ – A Specialist Community for Financial Services
    2. 2. What is an eReferral Networking Hubspot? An eReferral Networking Hubspot is a profile that organizes and optimizes all your existing web resources so that consumers can get a full and personal introduction to you in a no-pressure virtual environment.
    3. 3. Customized & Optimized Hubspot:
    4. 4. How do we do it? <ul><li> is the first independent virtual community providing an open and interactive platform for financial services education, consultation and introductions. </li></ul><ul><li>  </li></ul><ul><li>Group Introductions: </li></ul><ul><ul><li>Promoted and hosted educational webcasts </li></ul></ul><ul><ul><li>Local seminar invitations </li></ul></ul><ul><li>Ask A Pro: </li></ul><ul><ul><li>Local specialists for personal questions </li></ul></ul><ul><ul><li>Database for general product & service details </li></ul></ul><ul><li>Find A Pro: </li></ul><ul><ul><li>Targeted quick search for local hubspots </li></ul></ul><ul><ul><li>Step by Step search process w/ education </li></ul></ul>
    5. 5. Membership Options: <ul><li>Our membership packages have been designed to take the guesswork out of establishing an online identity that can deliver traffic.  3 primary options are available to start… </li></ul><ul><ul><li>Associate Membership </li></ul></ul><ul><ul><ul><li>Entry level hubspot and traffic </li></ul></ul></ul><ul><ul><li>Contributor Membership </li></ul></ul><ul><ul><ul><li>Enhanced hubspot and positioning </li></ul></ul></ul><ul><ul><ul><li>Content optimization services </li></ul></ul></ul><ul><ul><li>Market Leader Membership </li></ul></ul><ul><ul><ul><li>Targeted hubspot, positioning, and optimization </li></ul></ul></ul><ul><ul><ul><li>Content optimization services </li></ul></ul></ul><ul><ul><ul><li>Monthly educational webcasts </li></ul></ul></ul>
    6. 6. eReferral Networking at a Glance! Blog/Forum/Webinar Advertising / Networking Exclusive Association Website Newsletter Service Business Clubs Social Media CIQ Admin Work Lead Generation Referral Capture
    7. 7. Unique Member Benefits <ul><li>Flexible Individual Membership Options </li></ul><ul><ul><li>FINRA and SEC compliant </li></ul></ul><ul><ul><li>Adjustable for business or compliance restrictions </li></ul></ul><ul><li>Member Consulting Services </li></ul><ul><ul><li>Prospecting and Sales Automation </li></ul></ul><ul><ul><li>Web Resource Optimization </li></ul></ul><ul><ul><li>Targeted Marketing Solutions </li></ul></ul><ul><ul><li>Referral Safeguard Verification Program (RSVP) </li></ul></ul><ul><li>Member Networking Opportunities </li></ul><ul><ul><li>Member Networking Events </li></ul></ul><ul><ul><li>Member Referral Database </li></ul></ul><ul><ul><li>Special Member Discounts & Promotions </li></ul></ul>
    8. 8. An easy process: <ul><li>We do all the work so you can focus on high level of interaction with consumer traffic! </li></ul><ul><li>Choose the right membership </li></ul><ul><li>Approve your hubspot </li></ul><ul><li>Network and Market yourself </li></ul><ul><li>Monthly Targeting & Reporting </li></ul>
    9. 9. A unique strategic advantage! Book an online consultation!