Not all prospects raise their hand when they’re ready to work with you—but they do leave clues.
In this video, we break down the digital and in-person buying signals every financial advisor should be watching for.
From clicking on emails, visiting your website, engaging with social media, or downloading a guide—these digital breadcrumbs show intent. And in-person, subtle cues like body language, nodding, or lingering after an event can speak volumes.
Learn how to spot the signals that matter—and use them to follow up at the right time, in the right way.
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