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How Financial Planners Can Get More Leads with Daniel Priestley

Plannex ®

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How Financial Planners Can Get More Leads with Daniel Priestley

838 просмотров · 1 год назад
Plannex ®
629 подписчиков
838 просмотров · 1 год назад
TAKE OUR SCORECARD 👉 the-scale-test.scoreapp.com BOOK A GROWTH CALL 📞 tinyurl.com/5h2e4689 -- Are you happy with your current level of leads in your Financial Planning Business? Most Financial Planners rely on referrals and recommendations as their primary source of generating new business. But are you missing out on HUGE opportunities? For our latest webinar, we're joined by entrepreneur, author and business growth expert, Daniel Priestley. In this session, we explore: 1. How Daniel thinks financial planners can be using other marketing sources to generate more leads. 2. The power of Scorecard Marketing, and how to use it like a pro. 3. How to be more in control of your marketing, and make better decisions with your marketing budget. 4. The role that technology and AI should be playing in your marketing to level things up! Enjoy!