In my travels and face-to-face meetings with advisors, I spend a lot of time listening how they are generating leads.
Again, this is the #1, hot-brand issue for most financial professionals, so any insight here is extremely powerful.
- Via advisor’s website: This is just effective, blocking and tackling. It’s not enough to just have a website or blog. Advisors who are good at generating new leads know how to effectively give-away content (whitepaper or presentation) on their websites in return for ...
MAY


