I am looking for a site in the spirit of [url removed, login to view], the video conferencing site for executives, except this one will be tailored to the needs of Certified Financial Professionals. I am looking for a Web 2.0 enhanced site that offers quick and secure video calling, IM, e-mail, an online scheduling system and SMS between member's profiles.
Traditionally CFPs have worked in local areas on a person to person basis, I want this website to enable CFPs to extend their reach beyond their local cities and service clients too far away to meet in person.
The site has to be a place where professional Certified Financial Planners can direct their clients to for instant access to a content rich profile and direct communication over the web.
But most important of all I want the CFPs to be able to sell digital seminars over the website. The ability to sell the presentations over the web is the key feature that will allow CFPs to offer their services to a wider range of clientele.
The way it works is each CFP will have their own personal online scheduler/calendar for the client to ascertain the CFP's availability. The CFP will then look over his or her client's financial info and create an online presentation in the duration. Much like Ebay's private seller feature the presentation should be restricted for only the client to see since it will contain personal info. The client will then log onto their secure link and have the option of purchasing the customize presentation or canceling the deal. A tiny percentage of the sales will go to the website. So I will also need a payment system like paypal shopping cart installed.
This digital system will allow the CFP to service more clients over the web over a much wider distance and come with the added benefit of cutting out transportation time, lunch, schedule conflicts etc. The CFP should also have a rating system much like Ebay allowing clients and the CFP standards board to keep track of the CFP's performance. I would love to work with someone to get this idea off the ground.
I have other sites in mind but I'm still hammering out the vision.