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Rachael Burns
Financial advisor at True Worth Financial Planning, specializing in divorce financial planning. Seeks to refine her messaging to attract more qualified prospects.
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May 7, 2025
• 44min
Advice Line: How to Refine Messaging to Attract More Qualified Prospects (Rachael Burns)
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In this engaging discussion, financial advisor Rachael Burns, a Certified Divorce Financial Analyst specializing in divorce financial planning, explores how to attract more qualified prospects. She confronts her challenges in appealing to both widows and divorcees while refining her messaging. Key topics include strategies for pre-qualifying leads, navigating the unique financial journeys of her clients, and enhancing her service model to ensure tailored communication. Rachael aims to transform divorce settlements into sustainable income, fostering lasting client relationships.
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