The advisors can now make this change on their own.

If they have option B, then when they log in, they see this below.

Of course, they must do this on the 1st and third thursday



Thank you,


Jennifer Blair
Director of Client Services

Your prospect did not set an appointment on your first call?

Drip on them!


From: Megan Johnson []
Sent: Tuesday, February 03, 2015 2:59 PM

Subject: Zip Code Specific Leads




I am emailing regarding Frederick Tilmon King’s account. He would like to switch to zip code specific leads; the addendum is attached.


Please use these zip codes:










Best Regards,


Level Four Wealth Management Logo

Meg Johnson

Assistant to Tilmon King



Securities offered through LPL Financial Member FINRA/SIPC

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