Episode 3: How to Close Online Leads

In my experience, most financial advisors handle online leads poorly after they go through all the trouble to get them. Iā€™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.

Categories: Podcast

%d bloggers like this: