Best Email Marketing Tool for Financial Advisors
There is no right or wrong Email Marketing tool out there. As a Financial Advisor, you simply must understand your needs or requirements.
There is no right or wrong Email Marketing tool out there. As a Financial Advisor, you simply must understand your needs or requirements.
As an independent insurance or solo financial advisor, your resources are accounted for & usually thin. This is a fact and not a judgement. So
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.
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