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Successful and Sustainable Relationships Start with the Right Financial Advisor
Founded: 2013 Founder: Richard Cross Firm Structure: S Corporation Headquarters: Holbrook, NY
Who We Are
Our Team
Rick Cross-Founder, CEO
Scott MacDonell-Web Developer
Frank Cama-General Counsel
Nick Bredow-Digital Marketing Officer
Nicole King-Admin. Assistant
Alan Starost-Marketing Consultant
Cliff Locks-Advisor
People want to be able to trust their financial advisor
Successful and sustainable investing relationships are based upon connecting on a deeper level
Our Philosophy
Match individuals to the right financial advisor
Matching algorithm connects people to the right advisor based on core financial needs
We overlay personality attributes to refine our matches
What We Do
Process
Profile• 20 to 40 Dynamic Questions
Algorithm• Analyzes Personal Data
Results• 4 Matching Advisors
Introductions• Advisor Chat, Call or Email
Profile• Creates Bio and Ideal Client
Verification•Tested to Verify Knowledge
Researched• Background Check on Advisor
Participating• Pays Monthly Fee
Investor Advisor
Advisor Chat
Approach & Strategy:
Web based application Match investors to advisors Targeted digital marketing Monthly subscription paid
by advisors
Current Business Model
Beta Test Results:
Website Traffic: 18k+ Page Views: 37k+ Total Portfolio Size: $60m Med. Portfolio Size: $410k Est. Advisor Recurring
Revenue: $600k*
Expansion GoalsApproach & Strategy Market Opportunities Enterprise value with
BDs Hybrid approach
◦ Web based app◦ Software as a Service
(SaaS) API integration for BDs*
*Protection Against Class Action Lawsuits as a Result of the DOL Fiduciary Rule
Strategic relationships◦ Peripheral product sales
Expand advisor database
Funding to grow
Our Value• Get matched to the right financial
advisorInvestor
s
• Acquire new clients, increase AUM, and combat fee compressionAdvisors
• Recruit, reward, and retain, and advisors
Broker Dealers
“I Have Been a Good Steward of People’s Money for 34 Years and I Plan on
Retaining that Reputation”
Contact Info:To reach our founder Rick Cross directlyPhone: (800) 391-4970Email: [email protected]
-Rick CrossFounder, CEORight Financial Advisor