Acquire and Retain Clients with Advanced Data-Gathering for Financial Advisors

In this webinar we discussed the importance of prospecting for your business:

  • Building engaging webforms
  • Taking your practice to greater levels of efficiency
  • How forms can reduce the cost (your cost) of creating financial plans by 40% or more
  • How proper data-gathering makes it easy to meet the DOL Best Interest Rule
  • Ensuring that clients remain engaged (and therefore your clients) throughout the process

Our guests in this webinar included:

Courtney Peek: Twitter: @PreciseFP LinkedIn: Courtney Peek

Lester Tiro: Twitter: @LesterTiro LinkedIn: Lester Tiro

Loic Jeanjean: Twitter: @jjloic LinkedIn: Loic Jeanjean

 

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Please Note: this article is for informational purposes only. We strongly encourage you to verify any content and information you use with your own compliance department or legal counsel.

Written by Advisor Websites