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

Are you generating leads but struggling to move them forward? The problem often starts earlier than you think. Join host Matt Seitz, Chief Marketing Officer at Prosperity Capital Advisors and C2P, as he sits down with Andrei Henson, Advisor Growth Specialist at Prosperity Capital Advisors at C2P, for a practical conversation on what effective lead response requires. Together, they break down why so many advisors stall out after the first interaction, what it takes to build real momentum with prospects, and how to reframe outbound calling as a consultative conversation. From identifying where your sales funnel truly begins, to knowing when automation helps and when it costs you, this episode covers the full response picture: the mindset, the skills, the sequencing, and the systems.

Many advisors assume that if a client wants to refer someone, they will. That assumption could be costing you. Join host Kirsten Schlumbohm, Senior Vice President and Head of Sales Support and Relationship Management at Prosperity Capital Advisors and C2P, as she sits down with Gina Pellegrini, mentor and partner at C2P and founder of Pellegrini Team Consulting. With more than 40 years of experience coaching advisory teams, Gina brings a practical, no-nonsense perspective to one of the most underworked growth levers in the business. Together they walk through the systems, language, and team habits that help turn referrals from something occasional into something predictable.

Resources:

• Book referenced: Fearless Referrals: Boost Your Confidence, Break Down Doors, and Build a Powerful Client List by Matt Anderson

Statistics:

• According to a study cited in Fearless Referrals by Matt Anderson, only 11% of clients had been asked for referrals, yet 72% said they would happily recommend their advisor.