FA Sales Tip #13: How to Follow-Up Effectively to Get the Initial Meeting

Financial advisors, if you get the opportunity to meet with a lead your chances of conversion go up by over 30%!

In this short video, I share two tips to effectively follow up and increase your chances of getting that initial meeting.

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FA Sales Tip #14: The Formula for the Perfect Follow-Up Email

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An Inspired Perspective with Brad Wales Founder of Transition to RIA