Too few leads? Crappy follow-up? Low show rate? The more people you get in front of you, the more you can close but, you’ve got to figure out where the deficits are in your lead conversion process. Often an advisor is creating plenty of traffic, but has sloppy conversion rates at each stage. Sloppy follow-up on new leads. Scheduling problems. Failure to adequately nurture prospects. The majority of the time, fixing these sloppy ratios rarely require any more work or money to fix the closing ratios. What it requires is tracking the numbers. The know-how to fix the challenges. And the proper implementation. The difference between a really successful business
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