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financial advisor tools

Three Reasons Email Campaigns Are Not Enough

You need to get used to this idea and start creating lead magnets. This is a, usually free, piece of content that will ideally provide some value for prospects. Lead magnets help to build trust, identify someone’s pain, and thus make them more likely to book that free consultation.

Let CRM Be With You

The Lifestyle CRM provides you with more traditional functionalities of a CRM like adding new leads manually, integrating with other CRMs, creating tasks, scheduling events, and the importing/exporting of leads