Skip to main content
Financial Advisor Prospecting and Marketing Simplified
Guest Expert: Karen Weiskopf and Michael Collins, CFA
Date:
Attendee's Excellent Rating: 85%
Webinar Replay Description

Know you should be doing more to grow your prospect pipeline but not sure where to start?

Attendees 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.
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.
03.08.2023 - Marketing