So you got the perfect lead. Well… at least, that’s what it seemed like at first. They’re located in your area, are seeking exactly the type of the investment advisory services your firm offers, and have expressed an interest in discussing them. So why aren’t they responding to your emails and phone calls? Don’t despair, here are the ways you can bring back the phoenix from the ashes. First I’ll explain the major reasons that prospects go cold and then I’ll cover what financial advisors can do to warm them back up.
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