Financial Advisory firms can use a formula to move prospects along the sales path: from suspect to lead to client. This isn’t a magic bullet but it is straightforward and simple. It takes discipline and dedication but once the formula is engrained, the rewards can be huge.
Although “Attracting” clients is the first step, there is no point doing that until you have the foundation in place to follow through with the other 3 steps. There is no point having lots of visitors unless you have the process and tools in place ahead of time to convert them to clients.
Kirk Lowe
Kirk Lowe is the co-founder and CEO of ProudMouth. He and his team are influence and relationship accelerators. Everything they do is built around the power of podcasting and helping people who compete in the expertise economy to own their specific expertise, with their specific audience, and in their specific region. Kirk has been a thought leader in branding, content marketing and digital marketing for 20 + years.He generously shares his ideas and experiences through his podcast, blog, papers, webinars, courses and has been published across the industry.
