The Keys to Effective Prospect Follow-up.
Stephen Oliver, MBA
Founder - CEO @ Stephen Oliver's Advisor Wealth Mastery | Martial Arts Wealth Mastery | Mile High Karate
It's almost embarrassing how poorly most advisors do in following up with prospects. I guess it's understandable if you just don't do much to create new prospect flow. I've found it doesn't take much "Marketing" to expose the flaws in follow-up that most advisors think of as normal. My recent podcast (available on YouTube or, All Major Podcast Channels) discusses simple (mostly automated) ways to dramatically improve your conversions.