Revolutionizing Client Acquisition in Retirement Planning: The Rise of Virtual Firms

MDRN Capital Revolutionizes Retirement Planning with Virtual Model

Outdated, inefficient, and imprecise — these three words aptly describe the traditional approach to client acquisition in retirement planning. However, one firm is changing the game with a modern and cost-effective alternative.

MDRN Capital, a full-service investment firm, is leading the way in transforming client acquisition by embracing a virtual retirement planning model. By leveraging digital capabilities, MDRN Capital is able to connect with clients and meet their retirement needs with precision.

Founder and CEO Aaron Cirksena explains, “With traditional firms, clients are commonly sought with antiquated methods like mass mailings or educational seminars, both of which incur significant costs for the investment firm that are ultimately passed on to the client. Modern capabilities have led to the emergence of virtual retirement planning agencies that offer cost-effective alternatives.”

By utilizing digital marketing strategies, MDRN Capital can reach potential clients at a fraction of the cost of traditional methods. This allows the firm to offer management fees that are 30 to 40 percent lower than those charged by advisors using traditional methods, while also providing enhanced services such as tax planning and estate planning at no additional cost.

A New Paradigm Born from the Pandemic

MDRN Capital’s fully remote model was born out of necessity during the COVID-19 pandemic. As in-person meetings shifted to online, Cirksena noticed that clients preferred the convenience and comfort of virtual meetings even after restrictions were lifted.

“Our clients had gotten used to simply logging on from wherever they were and didn’t want to deal with the challenges of in-person meetings,” Cirksena says. “I realized that going virtual could not only provide the convenience clients wanted but also eliminate many of the costs associated with a physical office.”

A Modern Firm for Modern Needs

MDRN Capital focuses on meeting the needs of modern investors with three main features: convenience, comfort, and efficiency. By offering virtual advising, the firm can come to clients wherever they are, eliminating the need for travel time and parking fees.

Clients can choose their own setting for meetings, ensuring maximum comfort during important discussions about their future. Meetings are direct and focused, with modern technology allowing for easy access to key documents and data.

“Our fully virtual model benefits both clients and advisors, allowing for more convenience and cost savings while also enhancing the efficiency of the retirement planning process,” Cirksena explains. “It’s an approach that is ushering in a new era in retirement planning.”

With MDRN Capital leading the way, the future of retirement planning looks more convenient, comfortable, and efficient than ever before.