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client acquisition
The partnership enhances LeadingResponse’s robust client acquisition solution portfolio Tampa, Fla., June 18, 2020 – LeadingResponse, the national leader in client acquisition for professional services, is partnering with Fleming’s Prime Steakhouse & Wine Bar to provide a specialized program that includes a streamlined booking process for its clients and advisors to host best-in-class event programs. “As a frequent user of...
Middle-income seniors need housing
As long as I’ve been in this industry, I was startled to learn that nearly seven out of 10 people age 65 and up are NOT working with a financial planner. This statistic shows up in the Invest in You Savings Survey released six months ago by CNBC and Acorns, a financial wellness platform. It...