Financial Advisor Prospecting and Marketing Simplified
Guest Expert: Karen Weiskopf and Michael Collins, CFA
Date:
Webinar Replay Description
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.
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.
03.08.2023 - Marketing
Attendees Comments:
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.