For a Financial Services Professional, the process of generating new clients can be tedious and unfruitful. Obtaining these leads from mass mailings, client referrals, and fellow professionals are common ways to attract new clients; but these efforts can be time consuming, expensive, and often unproductive. New and potential clients can be uneducated as to the need for financial planning and apprehensive about working with someone they don't know.

To help the professional obtain additional leads, Financial Planners Index has developed strategic products that facilitate the basic education and generation of new clients in a dynamic online portal.

Visitors to PlannersIndex.com learn basic principles of financial planning from motivational content pages, calculators, and downloads. Visitors may then search for a professional in his or her local area with a specific expertise. The visitor can then read about the professional in a 'resume-type' web page or contact the professional directly. Finally, the visitor can fill out a contact form that is sent to the advisor via e-mail. Of course, to be found in the search results, the professional must first be listed on Financial Planners Index.

Financial Planners Index has been developed with a 'win-win' solution in mind, by being committed to the success of both the professional and the consumer. By using Financial Planners Index the professionals can:

• Obtain interested, educated leads through Financial Planners Index.
  
  
• Educate consumers in a non-threatening atmosphere
  
  
• Generate additional website traffic
  
  
• Receive online "Quick-Help" for both professionals and consumers.
  
  
• Develop their own "Planner Info" content through a web-based control panel, which can include history, company information, testimonials, etc.