Episode 3: How to Close Online Leads

Sign Up For Daily Newsletter: Receive one actionable marketing tip each DAY!

In my experience, most financial advisors handle online leads poorly after they go through all the trouble to get them. I’m going to discuss how an online lead is different from one you receive through word of mouth or referral. I will then talk about what you should say to move the buyer to the next step which is getting them on the phone.

Any questions? Send 'em in!