Rainmaker Multiplier On-Demand

Don't Waste Your Money: How to Efficiently Follow Up on Leads as a Financial Advisor


Listen Later

Struggling to convert leads into clients for your financial advisory firm? Discover how implementing effective lead nurturing strategies can help you make the most of your marketing dollars and transform your business. Join Kalem Mackey, Executive Vice President at C2P, as he chats with Andrei Henson, Advisor Growth Specialist, and Desiree Sgro, Business Development Associate at C2P. Together they share strategies for creating impactful lead nurturing campaigns, structuring follow-up processes for mutual benefit, and fostering long-term client relationships. Tune in for practical advice on leveraging lead nurturing in your practice to develop a thriving client base that helps grow your firm.

...more
View all episodesView all episodes
Download on the App Store

Rainmaker Multiplier On-DemandBy C2P

  • 4
  • 4
  • 4
  • 4
  • 4

4

8 ratings


More shows like Rainmaker Multiplier On-Demand

View all
The Compound and Friends by The Compound

The Compound and Friends

2,113 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

244 Listeners

The Bucket Plan® On-Demand Series by C2P

The Bucket Plan® On-Demand Series

6 Listeners

Ask The Compound by The Compound

Ask The Compound

315 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

133 Listeners

Do Business. Do Life. — The Financial Advisor Podcast — DBDL by Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

325 Listeners