Financial Advisor Prospecting and Marketing Simplified
⏳
97minutes
62
Attendees
Guest Expert: Karen Weiskopf and Michael Collins, CFA Bookmark
Know you should be doing more to grow your prospect pipeline but not sure where to start? Join Karen Weiskopf, Vice President, SmartAsset, the nation's #1 marketplace for connecting consumers with ...
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Discussions & Comments
A few comments from listeners:
Good to learn what Smart Asset is all about.
- Michael Wa.
Hadn't seriously considered using 3rd party leads - I've heard mixed results from those who have and more poor than positive.
Michael Wo.
Good to learn what Smart Asset is all about.
- Michael Wa.
Hadn't seriously considered using 3rd party leads - I've heard mixed results from those who have and more poor than positive.
Michael Wo.
Good to learn what Smart Asset is all about.
- Michael Wa.
Hadn't seriously considered using 3rd party leads - I've heard mixed results from those who have and more poor than positive.
Michael Wo.