Get access to our latest ebook

Learn how to rekindle dormant leads, nurture future prospects, engage second opinions and more…

Business Builder Series #1

Turn Cold Leads
into Hot Prospects

Have you invested hours nurturing a potential client relationship, only to see them go radio silent? Have you had prospects you’ve acquired from lead services go cold before you even have a chance to engage?  The good news: a cold lead doesn’t have to be a dead end. This e-book will equip you with strategies to thaw out those iced-over leads and warm up their interest in financial guidance.

What you can expect in this book

When you download our eBook you can expect to learn more about:

  • Why your prospects came to you in the first place.
  • Are you considering the underlying motives driving a client’s behavior?
  • Why a second opinion strategy can lead to great opportunities.
  • When there is turmoil in people’s lives, they look for reassurance and can be receptive to new ideas.
  • Why the DIY Investor is ready for your support.
  • Knowledge gaps and life stages can leave these prospects ready to hang up their DIY efforts and seek help from a professional.

We believe great advice is the linchpin to the financial success of your clients. We’re here to help you serve them.

Talk with our team

Schedule a short conversation to see how CleverCX’s solutions can help accelerate your business growth goals. Our unique suite of client engagement tools are helping advisors save time and drive up their new client acquisition for a fraction of the price of other solutions.  

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