Book more appointments and close quality clients with data-driven selling
Make real, lasting impact and make it a no-brainer for your prospects to get a plan.
With the saturation of insurance content on social media, Filipinos have become more aware of the financial products available to them. However, awareness doesn’t always translate to informed decision-making. Instead, the abundance of options often leads to analysis paralysis, making it even harder for them to choose the right plan.
Filipinos Becoming Aware
Despite the Philippines being largely underinsured and the number of financial advisers falling far short of the uninsured population, the insurance space on social media feels overwhelmingly crowded.
Nearly everyone already has at least two connections in the industry trying to sell them a plan.
Social Media Saturation
Why it's becoming harder and harder to sell nowadays
Amplified Negative Experiences
Negative experiences with an insurance company, adviser, or product are now easily shared on social media, where they quickly gain traction and overshadow positive stories. As a result, the conversation around insurance is often shaped by dissatisfaction rather than success, making it even more challenging for Filipinos to see its true value.
The solution
While most financial advisers focus on products and sales techniques, you can stand out by offering a comprehensive financial needs analysis. By helping clients understand their current financial reality and mapping out a clear path to their goals, you position yourself as a trusted adviser rather than just a salesperson.
Set Yourself Apart
Data-driven Selling
Provide Real, Lasting Value
Help clients choose the right financial product by leveraging carefully gathered and analyzed data. Presenting insights visually makes complex information easier to understand, empowering them to make confident, informed decisions.
Recommend and deliver tailored financial plans while providing clients with the opportunity to regularly review their financial health through a professional, structured process. By doing so, you position yourself as their trusted financial adviser, guiding them through every milestone in life.
You can do all of that, and more, with Fiscal Fit Pro
Fiscal Fit Pro is a web-based application that allows Financial Advisers to professionally conduct Financial Needs Analysis, manage client base, and use data to sell financial products.
Very easy to use
Just input the data from your client
Ready-to-use financial formula
One button click to create charts
One button click to send file to client
The most complete Financial Needs Analysis App
FNA + CRM in one
Visualize data in one click
1 Month
1 month unlimited access to Fiscal Fit Pro
User's manual
Php 650
3 Months
3 months unlimited access to Fiscal Fit Pro
User's manual
Exclusive membership | Fiscal Fit Pro Facebook Group (Learning sessions, support, and more.)
Php 1,500
save Php 450!
Best for new users!
6 Months
6 months unlimited access to Fiscal Fit Pro
User's manual
Exclusive membership | Fiscal Fit Pro Facebook Group (Learning sessions, support, and more.)
Php 3,000
save Php 900!
Exclusive membership | Fiscal Fit Pro Mastermind (learning & mastermind sessions with MDRTs and top managers)
We also offer access packages for teams. Send an email to info@fiscalfitpro.com to schedule a demo call.
PRICING
Fill out this form with accurate details and deposit your payment to this account:
Bank & Branch: BDO Ayala-Rufino Branch
Account Name: Pebble Tracks Information Services
Account Number: 005420301718
Your access will be activated and sent to you within 24 hours.
For questions and concerns, send an email to info@fiscalfitpro.com
Get Access to Fiscal Fit Pro
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For more information, do not hesitate to email us at info@fiscalfitpro.com
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