How can financial advisors improve their prospecting strategies to convert leads into actual clients? Latest wealth prospecting strategies for your practice.
Prospecting for new clients is one of the foundational elements of a successful practice. Unfortunately, this task can seem overwhelming at times. For that very reason, prospecting tends to fall down on our priority list each time a new task...
What if we told you it is possible to build a list of 65 year-olds, who live in your area, work at a local company, and you have a mutual acquaintance? Sounds too good to be true, right? Well, it’s entirely possible by leveraging LinkedIn’s ...
