Full Advisor Coaching - The Podcast

Missing out on revenue: how to maximize your lead-to-client conversion (Ep. 22)

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What if you could improve your client conversions by focusing on those hidden opportunities in your sales funnel?

Join Kristin Harad as she unpacks how to fine-tune the journey from attracting a lead and onboarding a client.

She shares her four-step system to nurture lead, and accelerate the conversion process. It’s all about engaging clients at each step while avoiding common pitfalls.

Kristin discusses: 

  • The significance  of the lead-to-client conversion funnel
  • Four key steps in your follow-up marketing system
  • The role of lead magnets and nurturing 
  • Strategies for personal communication and engagement in the prospect experience
  • How to  stay top-of-mind for leads and prospects
  • And more!

    • Connect with Kristin Harad: 

    • LinkedIn: Kristin Harad, CFP®
    • FullAdvisorCoaching.com
    • X: KristinHarad
    • Email: [email protected] 
    • Schedule a Conversation with Kristin
      • ...more
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      Full Advisor Coaching - The PodcastBy Kristin Harad
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