you and your clients...together
a resource for financial advisors
Monday, June 6, 2011
What is 401(k) Foster?
✓ Value-added customer management and
engagement tool for independent financial advisors
✓ Personal ...
Monday, June 6, 2011
Monday, June 6, 2011
Who do we sell to?
Registered Investment
Advisor # 98,874
Sure, your investments are
doing just fine. Anymore
money you wan...
User Acquisition
Adviser --> current/prospect clients --> invites advisers --> ...
LinkedIn – email blast/share between ne...
added value
Monday, June 6, 2011
Customer Management and Engagement Tool
White label solution for financial advisor to interact with clients
Benefits
Custome...
WHAT THE HELL IS A 401(k)?
http://whatthehellisa401k.com
Personal finance tool for anyone who has or has had a 401(k)
Infor...
Lead generation for independent financial
advisors to grow assets under management
www.401kfoster.com is an open lead chann...
Current Engagement Process
Tee time? Tea time?What the hell is a
401(k)?
“flooded with shit, all sorts of shit”
Monday, Jun...
manage. engage. grow.
Monday, June 6, 2011
Manage
On the
brink of
collapse
Aww...much
better
efficiency
Monday, June 6, 2011
Engage
I’m ignoring
you
Did you
say treat?
Gain share of wallet
Monday, June 6, 2011
Grow
Monday, June 6, 2011
How are we getting the
data?
Financial advisors
User / organic prospects
Public, government sources
Brightscope (401k rati...
Monday, June 6, 2011
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Denver Startup Weekend June 2011 - 401(k) foster pitch

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This is a deck two founders of Brandfolder used to pitch 401(k)Foster, later re-branded as Portfolio Foster, at Denver Startup Weekend in June 2011 (where they first met). It was a great team to work on this concept over 48 hours, but as happens to many projects, this one fell into the background as we all returned to our real jobs. American workers neglect one of their most valuable assets, their retirement savings, so the idea may resurrect itself in the future.

Published in: Technology, Business
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Denver Startup Weekend June 2011 - 401(k) foster pitch

  1. 1. you and your clients...together a resource for financial advisors Monday, June 6, 2011
  2. 2. What is 401(k) Foster? ✓ Value-added customer management and engagement tool for independent financial advisors ✓ Personal finance tool for anyone who has or has had a 401(k) ✓ Lead channel for independent financial advisors to grow assets under management Finding clients and building a customer base is one of the most important aspects of becoming a successful financial advisor. (Bureau of Labor Statistics) Monday, June 6, 2011
  3. 3. Monday, June 6, 2011
  4. 4. Monday, June 6, 2011
  5. 5. Who do we sell to? Registered Investment Advisor # 98,874 Sure, your investments are doing just fine. Anymore money you want to send my way? You’ve been getting my mailings right? No? Ok talk to you in six months. Hi, my name is Donald www.401kfoster.com/donald Monday, June 6, 2011
  6. 6. User Acquisition Adviser --> current/prospect clients --> invites advisers --> ... LinkedIn – email blast/share between network Survey sent out with call to action to visit site Biz dev deals: job search/placement sites: careerbuilder, theladders, glass door Monday, June 6, 2011
  7. 7. added value Monday, June 6, 2011
  8. 8. Customer Management and Engagement Tool White label solution for financial advisor to interact with clients Benefits Customer retention (keep them engaged) Gain / grow trust Think you know what the hell you’re doing (look bigger than you actually are) 401kFoster Monetization: tiered-based subscription Monday, June 6, 2011
  9. 9. WHAT THE HELL IS A 401(k)? http://whatthehellisa401k.com Personal finance tool for anyone who has or has had a 401(k) Information portal with language & understandable examples Discussion Boards for Community Benefits You reconnect with your money 401kFoster Monetization: Free Monday, June 6, 2011
  10. 10. Lead generation for independent financial advisors to grow assets under management www.401kfoster.com is an open lead channel We provide calls to action to connect users with financial advisors Benefit: Increase AUM (name of the game) 401kFoster Monetization: Pay for leads ($ amount & % of assets acquired) Monday, June 6, 2011
  11. 11. Current Engagement Process Tee time? Tea time?What the hell is a 401(k)? “flooded with shit, all sorts of shit” Monday, June 6, 2011
  12. 12. manage. engage. grow. Monday, June 6, 2011
  13. 13. Manage On the brink of collapse Aww...much better efficiency Monday, June 6, 2011
  14. 14. Engage I’m ignoring you Did you say treat? Gain share of wallet Monday, June 6, 2011
  15. 15. Grow Monday, June 6, 2011
  16. 16. How are we getting the data? Financial advisors User / organic prospects Public, government sources Brightscope (401k ratings) Yodle (connection to banks) Monday, June 6, 2011
  17. 17. Monday, June 6, 2011
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