Do Not Neglect Technology If You Are A Financial AdvisorFeb 16, 2023
Do. Not. Neglect. Technology. If. You. Are. A. Financial. Advisor.
I'm not even going to recommend any tools with this post.
Just use SOMETHING.
Using technology the RIGHT way allows you to better serve your clients AND makes you more money.
Embrace change. It's uncomfortable, but it's worth it.
Yes I Do
Want to see how our clients are contacting 1,100+ new people each month and are receiving a 54% response rate on LinkedIn?