Gain insight and motivation to create a successful workflow that pairs engaging content and technology to capture the attention of your contacts.
Capturing leads and referrals is just the first step toward growth. Once new contacts enter your database, what are you doing to convert them to clients and then deepen the ongoing relationship?
Nurturing is a crucial process that can’t be skipped. But how can you do it in a way that doesn’t require all your time and energy?
The fact is, while 74% of Financial Advisors say converting leads into customers is their top priority, they don’t have a process in place to optimize the opportunity. Plus, only 29% of advisors nurture their clients and prospects beyond the first engagement.
Let’s work together to uncover insights and motivation to get past the roadblocks to successful lead-to-client conversion and deepen your existing client relationships.
Join Broadridge Advisor Solutions to learn how to build an automated, optimized nurturing process that unlocks lead conversion and client relationship success. Dave Briggs provides the tips you need to create a successful workflow that pairs engaging content and today’s technology to capture the attention of your contacts.
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