Robert Sofia - Mastering Financial Advisor Marketing: Proven Techniques to Grow Your Practice
Standard Deviations with Dr. Daniel Crosby
00:00
Maximizing lead generation and referrals through client events and effective strategies
The chapter delves into various tactics financial advisors can employ to enhance lead generation and referrals, with a particular focus on client events. Strategies like utilizing referral scripts that prioritize offering help, hosting engaging events with educational or fun elements, and implementing effective promotion tactics are explored. The importance of timing, authenticity, and incentives in event planning for maximum business growth is emphasized throughout the discussion.
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