We engage in digital marketing designed to attract interested prospects. All prospects are asked to fill out a profile form providing us with useable data points along with their personal contact information. Prospects fill in this information with the understanding that they will be contacted by an advisor. We then classify these warm leads based on the size of their investable assets. These leads can be purchased by our reps to help them get in front of interested potential clients. All leads are forwarded to you via email for easy follow up, along with our best practices recommended dialog. The rest is up to you. Use the calculator below to see how powerful this tool could be over the course of your career.We engage in digital marketing designed to attract interested prospects.
Lead Builder Calculator