What you will learn from the webinar:
Advisor Websites and Redtail join forces to teach you about the prospecting cycle and how to create effective touchpoints to turn your leads into customers. Learn how to turn your website into a lead capturing machine to fill your CRM pipeline from Advisor Websites. Then, learn from Redtail how to use your CRM to track a new lead through your sales cycle.
Advisor Websites™ is a global leader in website software for the financial and insurance industries. Our award-winning web-based platform is used by professionals including Financial Advisors, Registered Investment Advisors (RIA), Certified Financial Planners (CFP), Insurance Agents and Brokers to create and manage compliant and user-friendly websites.