When you host a prospecting event, what happens to those who don't immediately set appointments? If you don't stay in contact, they probably won't think of you when they're ready to make a financial decision.
An automated system, along with professionally developed marketing materials, can help you improve the way you nurture leads, prospects and clients. So even if a few prospects do not immediately set an appointment, you can continuously provide valuable information to them. Then, your prospects are more likely to remember your name when they need assistance with their financial decisions.
When you have a new client, do you have a welcome process that educates them on your business, process, and what to expect? An automated system would manage fulfillment of your corporate materials, e-materials, staff reminders, follow ups and direct communications right to your client. Automating your interactions can provide solutions for several other aspects of your business, like daily or repetitive tasks, important client milestones, and annual reviews. You could have a 275% Return on Investment (ROI) by using an automated system to grow and nurture your business, every day of the year.
If you are not staying in regular contact with leads, prospects and clients, chances are another advisor is. Start nurturing your prospects with an automated system designed for the financial services industry.