Today, the key to survival is adaptation. The world has undergone seismic changes, and as a financial advisor, you have to effectively navigate a new business world. You must be resourceful, and capable of using all available tools to connect with your future customers.
Despite so much on the line, though, some financial advisors are passively watching opportunity pass them by. Why? Because they don’t know where to begin. Change is inevitable, and those who are able to grow with new technology, opportunities, and marketing solutions will be the ones to become the next top producers.
Top Producer Marketing Solutions
Financial advisors who understand the multichannel approach to new client acquisition will come out on top.
For example, a recent blog by FICO noted one of their largest banking customers is using direct mail to interact with consumers online – at times and digital locations where customers will be open to conversation about new financial products.
Now is the time to target consumers who have questions about their financial plans and investments. With LeadingResponse at your side, you can fill your appointment calendar with highly targeted prospects and grow your business.
Now is the time for you to become a top producer, think outside the box, and grow your business. LeadingResponse has generated 6.4 million appointments for our financial advisors, which resulted in over $117 billion in revenue. (That’s not a typo.)
Join the team that has led new client acquisition for the financial services industry since 1995. Partner with us and you’ll discover just how far you can go.