How to Structure Your Call-to-Actions to Increase Your Closing Rate
Simplicity Lone Beacon
Simplicity Lone Beacon, is a full service marketing company for the financial advisor.
Video by Greg Dinetz , Co-founder of Lone Beacon, and Mike Schaffman , VP of Sales and Marketing
In the last episode of #TheCustomerJourney, Greg and Mike talked about the different types of prospects that financial advisors encounter and how each should be handled.
In this episode, they’ll break down how you can best structure your call-to-actions (CTAs) for each type of prosect, to give them what they’re looking for and give YOU the best chance of closing them. Breaking down your CTA into 3 components, your target, your offer, and your goal, can help make your life as a financial advisor a lot easier.
Tune in now to learn more!