In our last episode of #TheCustomerJourney, Greg and Mike talked about the different types of prospects that financial advisors encounter and how each should be handled. In today’s episode, they’ll break down how you can best structure your calls-to-action (CTA) for each of these leads, to give the prospect what they’re looking for and give YOU the best chance of closing them. Breaking down your CTA into 3 components, your target, your offer, and your goal, can help make your life as a financial advisor a lot easier. Tune in now to learn more! !
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