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client acquisition
The Legal Marketing Association/Bloomberg Law 2018 joint study, “Where Are We Now? Revealing the Latest Trends In Legal Marketing and Business Development” shows lawyers simply don’t have enough time for business development tasks that generate legal leads (83%). Since legal leads are crucial for increasing revenue and clientele, how can busy lawyers stay competitive? Here...
Advisors should strive to provide an exceptional client experience
Patrick Schartz Patrick Schartz is the Director of Advisor Development at LeadingResponse. He has worked in the industry for 19 years and been with the company for over 13 years, focusing on client experience. Like all consumers, advisors have discovered the product or service they pay for is only part of the equation. What also...
Potential legal clients are everywhere, including at the courthouse
Whether you go to work for a large firm or a boutique practice or hang your shingle as a solo attorney, clients are the fuel to propel your career forward. Even when we’re not in the midst of a pandemic, finding clients takes time. If you keep the following three things in mind as you’re...
Elective Medical Sales VP John McCloskey to Speak at AMI Physicians Conference Oct. 3
The head of Elective Medical Sales at LeadingResponse will speak at the Advanced Medical Integration Physician Training Conference Oct. 3, 2020, in Chattanooga, TN. Vice President John McCloskey will reveal innovative elective medical marketing strategies regenerative medical professionals can use to expand their practices through COVID-19 and beyond. Advanced Medical Integration (AMI), was founded by...
If you’re like most advisors, you focus on Americans age 55 and up. That’s because this group makes important money decisions for themselves and others. It’s one reason product solutions offered by the financial services industry tend to target people nearing retirement, or who have already retired. On the other hand, workers in their 20s,...
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...

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