Over the course of the coming weeks, Mike & Greg will be ranking their top 5 hottest types of prospect leads that advisors receive, and how specific marketing strategies built around each one can generate more revenue.
When it comes to referral prospects, there’s really no hotter lead for an advisor: You come recommended from a trusted source. However, there are marketing platforms advisors can utilize to increase their likelihood of a referral, including strategically using database marketing, specific referral programs, your website, and more.
Watch this week’s latest TCJ (The Customer Journey) episode to learn more about Mike & Greg’s first draft choice: Referral business!
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