The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

94: My Simple Trick to Get Prospects to Finally Book an Appointment

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Is There a Lost Cos Letter?

The lost cos letter is a way for advisors to follow up with potential clients. It's an idea that was originally developed in the early 1990s by financial advisor John Sutter. He says it can be used as part of your nurture sequence, but also if you're following people through email or other channels like social media and webinars.

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