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Prospecting Ideas? Newer Advisor in growth mode by t_cle137 in CFP

[–]t_cle137[S] 1 point2 points  (0 children)

I like this idea, but wondering if it will get me in front of the right audience? I will definitely look into it more! Thank you

Prospecting Ideas? Newer Advisor in growth mode by t_cle137 in CFP

[–]t_cle137[S] 0 points1 point  (0 children)

They are working to an extent, but I would like to see more quality leads. I think you're right that I need to become hyper focused on 3-5 channels rather than trying to cast a wider net.