Often, we meet a prospect at a social function or a networking event, hand them our business card, and hope that there may be an opportunity to talk with them further. From there, we hope they go to our website, review our services, and then choose to contact us.
What if we could change this workflow? What if we could engage more effectively by offering prospects something that will add value to their current situation? Instead of passive engagements where we hope someone connects with our current marketing materials and then chooses to take the next step, we believe that there is a better way for advisors to engage with prospects.