Acquire and Retain Clients with Advanced Data-Gathering for Financial Advisors
In this webinar we discussed the importance of prospecting for your business:
- Building engaging webforms
- Taking your practice to greater levels of efficiency
- How forms can reduce the cost (your cost) of creating financial plans by 40% or more
- How proper data-gathering makes it easy to meet the DOL Best Interest Rule
- Ensuring that clients remain engaged (and therefore your clients) throughout the process
Our guests in this webinar included:
Courtney Peek: Twitter: @PreciseFP LinkedIn: Courtney Peek
Lester Tiro: Twitter: @LesterTiro LinkedIn: Lester Tiro
Loic Jeanjean: Twitter: @jjloic LinkedIn: Loic Jeanjean
https://www.youtube.com/watch?v=M5Y6jYUHoCk