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)
Having followed up on Wills, Trusts & Estate plan leads since 2018, here are the top 4 reasons we like working Estate Planning leads.
There are countless ways to generate Financial leads. You can pay for ads on Facebook, PPC on Google, host financial Webinars/Workshop, buy pre-set appts (and so on). But are you leveraging your marketing to convey you’re the Expert?
To help you keep the New Year on the right foot – we are sharing how to effectively use Email Marketing in your Financial Svc Business. Strengthen relationships & nurture new ones!
You may love every aspect of your Financial Svc Business & can handle it all. For advisors wanting to optimize or outsource, this is for you!
Fill Out the Form Below & Schedule a Quick Call Today!
We 💚 Follow-Up
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