Five Ways to Ruin the First Appointment

An advisor’s first face-to-face meeting with a prospect is, like all first impressions, very important. This is where your prospect gains a sense of you as a professional and service provider. If they leave the appointment confused or with a bad taste, they probably won’t park their retirement with you, no matter your years of experience or credentials.

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Statistics chart on laptop display and trader analyzing the data

Leveraging Data Analytics for Targeted Marketing

In the financial services space, leveraging data analytics for targeted marketing can be a game-changer in attracting more leads and prospects. By analyzing client data, producers can gain valuable insights that help tailor their marketing efforts to meet the specific needs and preferences of potential clients. Understanding Data Analytics Data analytics involves collecting and analyzing…

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