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First Fully Integrated Platform Dedicated To Connect Prospects With Advisors
Tactive is not your everyday platform, it’s your growth partner!
Advisor Accelerator Lead Program
- Advisors needing an endless supply of new prospects
- Quicker prospect to client process
- Marketing automation
- Additional revenue sources
- Less back office work
- More "real" free time
Why Choose Tactive
Fully digitized Robo Advisor Growth Platform
Full service digital marketing and branding prospecting and growth systems
Fully integrated back office and product suite offerings
Access to main and large custodian partners
TESTIMONIALS
See What Others Are Saying
our Process
1. Discovery Call
We will walk through what you are currently doing to gain new leads and prospects, as well as better understand your sales process and see if we can enhance what you are currently doing.
2. value add call
We will show you what we can do in order to add value to your sales and marketing systems and how we can partner to truly grow your business.
3. Engagement Call
We will move forward with an engagement or part as friends (same as you do with your financial prospects in your own practice). After this call we set you up with your customized sales and marketing plan that we execute together.
Frequently Asked Questions
How can you help me grow?
The foundation of growth is to ensure that all of your back office systems are in place and working on auto-pilot. As a business owner, Advisors don’t have time to be all things to the business so the better automation and work flows you have done for you in the back office, will help you focus on your clients and growth. After that is complete, we can help you with a full marketing and digital marketing strategy that will go over your branding, online presence and set forth an action plan to get you more prospects coming to you.
How can you help me save money?
By streamlining your back office solutions you will save money. By creating a full digital marketing strategy and utilizing our techniques for growth, you will save tons of money and time because you can capture more people with various unique value propositions that you just can’t do with traditional advertising methods. The most important thing we save you is your time. Creating and implementing a full digital marketing strategy takes a lot of people behind the scenes, processes, workflows, knowledge and time to put it all together. Tactive can help you with this.
Is Tactive a TAMP?
We consider ourselves a fully integrated growth platform for advisors. Almost everyone that is an RIA can be considered a TAMP if they have a few advisors under the firm. Also, most TAMP’s are only focused on back office solutions and we have fully developed not only back office solutions, but product offerings, streamlined services, a robo advisory solution and a full digital marketing offering to help gain you access to more prospects which means more clients and growth to you the advisor.
Why is the Tactive Robo Platform Different?
The robo was not created to compete with you as an advisor. Unlike the mainstream robos that spend hundreds of millions on advertising to the end consumers, we are showcasing our platform to consumers so that they will engage with a financial professional. Just being on our platform will gain you access to leads that, when they are ready, will want to find an advisor in our network to work with. On top of that, having a robo as part of your digital marketing growth strategy is an excellent way to gain more prospects with a smaller buy in to work with you.