After following up on 1000s of financial leads & helping advisors all over the US, we know there are many good reasons to get an assistant…
It’s great if you are currently excelling in Estate Planning or booming with new Annuity clients.
But remember COVID-19?
If you’re a solo Financial advisor, inbound leads are your bread and butter. So you should also know your processes in & out. Or it will cost you!
Financial leads are people. Not everyone that filled out a form wants to buy today (or even meet with you). Converting leads into prospects is part art & science. Quit trying to make every lead a client.
These days if you haven’t heard buzz words like Automation, Outsourcing or AI you are purposely avoiding them or may be living under a rock. Regardless of which one it is; there are definitely benefits to using technology in your Financial Svc Business.
Having been a top producing salesperson for more than 13yrs. I know not everybody loves following up. The truth is; some Financial leads need follow up (& others don’t)
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