As a financial advisor, you’re already viewed by many of your prospects and clients as an expert in your field. But people do business with those they trust, so you can’t count on knowledge and experience alone. Your clients must feel they can rely on you.
LeadingResponse is the industry leader in financial marketing, with over 25 years of experience in live events, webinars, and multichannel solutions.
After in-person events and visits to brick and mortar businesses were no longer an option, older Americans began relying on online communications to connect with product and service providers. This opened the door for advisors to employ digital resources to generate leads and acquire new clients.
There will always be people among your target audience who, for various reasons, will choose not to participate in a public seminar or workshop you offer. However, that doesn’t mean you have to write off those prospects. Not if you’re using our appointment setting program, anyway. That’s because AppointmentConnect enables you to reach people fitting your ideal client profile who are open to a face-to-face meeting, either in-person or online.
When the coronavirus emerged, people began viewing convenience in ways never considered before. As a result, companies pivoted to virtual meetings, remote working, direct-to-door delivery, one-on-one appointments, and other digital options