Whether you meet prospects at a Rotary meeting, one of your seminars or via social media or your website, all incoming leads have one thing in common: They need to be carefully nurtured before they are potentially onboarded as new clients. This careful communication should continue throughout the duration of your client relationship to help you remain relevant.

This can be accomplished by creating a systematic communications flow that incorporates meaningful touches through multiple channels.

We’ve put together a toolkit of sample communications flows that can be leveraged by financial professionals. Fill out the below form to download the toolkit.