Overview

Extensive Guide to Follow UP
Please download and print a copy of this guide as it covers all conditions and permutations for contacting prospects: --when to do it --what to say ...
Sat, 18 Jul, 2015 at 11:47 AM
FW: You have a new prospect - how to separate emails that advisor and assistant receive
A MUCH better suggestion for him is to create a folder in his email client and a rule that says If the subject is “You have a new prospect!” you ...
Mon, 16 Nov, 2015 at 1:57 PM
Follow up Steps
1. Once you receive the lead (DO NOT depend on receiving these by email as email is imperfect - check your back office frequently for new leads) 2. ...
Sat, 18 Jul, 2015 at 10:49 AM
Short Follow Up Video
  View the suggested timeline for following up on your prospects - this short video illustrates the process. Click Here.
Sat, 18 Jul, 2015 at 11:48 AM
Follow up on old leads
If you have leads that you did not follow up with in a timely manner: It is best that you  send the booklet again and in your cover letter e...
Fri, 30 Jan, 2015 at 5:02 PM
Follow-up emails
please look here in your back office scroll to the bottom of the page for communication you can use after you send the booklet
Thu, 4 Jun, 2020 at 4:05 PM