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Practice Management
Financial Advisor Prospecting and Marketing Simplified
85% Rating
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97minutes
62
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Karen WeiskopfGuest Expert: Karen Weiskopf and Michael Collins, CFA
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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

Missy Davis 3 years ago
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.
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.

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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.