Client Services

Overview 8

• Extensive Guide to Follow UP
• FW: You have a new prospect - how to separate emails that advisor and assistant receive
• Follow up Steps
• Short Follow Up Video
• Follow up on old leads

View all 8

Handle These Objections 1

• Audio responses to common objections

Follow Up emails 1

• Use follow up- emails if you don't contact by phone

Should I call before mailing booklet? 3

• Best time to call the prospect
• Financial Analysis Leads
• call before booklet

How we get prospects 1

• Where we get prospects - see Internet ads