Lead Follow-Up for Financial Advisors Part 2 copertina

Lead Follow-Up for Financial Advisors Part 2

Lead Follow-Up for Financial Advisors Part 2

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The event went great and everyone got their questions answered. So why is your calendar still empty? In part two of this episode on lead follow up, host Matt Seitz, Chief Marketing Officer and returning guest Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors, dig into the planning that has to happen before the event if you want real ROI after it. From speed to lead to the follow-up call that gets people to book, this one is built to help you stop leaving opportunities on the table.

Resources:

  • Previous episode referenced: Lead Follow-Up for Financial Advisors: Speed, Skills, and Consistency
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