You're paying to receive leads from Smart Asset, Dave Ramsey Smartvestor, WEALTHAWK, or another lead generation program, but what the heck are you supposed to do once you get them? How do you stand out among the list of other advisors your lead receives? How do you start the conversation? Our Lead Nurture Sequence service is the cure to the "I'm paying for a lead generation service or software, but don't know what to do with my leads" problem. With our lead nurture service, we setup everything you need to nurture and convert your leads and we manage the delivery. All that's left for you to do is take the meeting.
During your 60 day setup, we'll create a brand guide, email sequence, connection message, phone script suggestions and landing page. After setup is complete, we'll move into monthly management. Every month we'll track and update your emails based on activity, and connect with your leads on social on your behalf.
$2,500 Set Up Fee
Monthly Management Fee
Month-to-Month Subscription
FYI, we use cookies to optimize your experience with our brand online.
👋 Hi there, as an FYI, we use cookies to optimize your experience with our brand online. See our privacy policy here.