When a prospect is vetting advisors, odds are you’re 1 of 3 they’re looking at. By utilizing email automation, you can help make sure you’re in front of your prospects more than your competitors are, giving you and your firm the upper hand.
If you want to know the marketing insights that make financial advisories successful, learn how Simplicity Lone Beacon can help you get started!
Was this article helpful? Should we publish more like this?
YesNo
