Larkspur Executive Pro / Pro-Plus Campaign Follow Up
Marketing is composed of a whole lot of “No -s” and few “Yes -es”. In other words, it is a volume game, meaning that to see results there must be a lot of attempts.
CRM Enhancements For Easier Follow-ups
Keeping in touch with prospects is key to a successful relationship with a plan sponsor. It can lead to financial advisors closing deals and building good rapport with a company’s key executives.
Why You Need a Lifestyle CRM. Part 2
So, where do you get those hours to set up good online marketing? You take them away from doing the important client work i.e. what you get paid for. Or you take it away from the rest of your life i.e. family. So, there are hundreds of thousands of advisors who spend significant time and money performing the same tasks to grow their business.