03.08.2023 - Marketing
Financial Advisor Prospecting and Marketing Simplified
Presented by Karen Weiskopf and Michael Collins, CFA
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 financial advisors, and Michael Collins, Founder and CEO, WINCAP Financial, for a strategy session on how to effectively find new prospects, tell your story, and communicate regularly -- all designed to grow your business.
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.