On May 10th, Advisor Websites and Redtail Technology hosted an exciting webinar: "How to Stay Top of Mind with Your Leads". In this webinar, Chris Gonzales discusses client engagement best practices. Watch this replay to learn more about capturing leads on your website, and once captured, how to best follow up with these leads!
In this webinar, we explained how to capture leads on your website, and once captured, how to best follow up with these leads. When a visitor lands on your website, they become a lead, but a large majority of these leads will leave your website without contacting you or performing any action on it, and will likely never return again. How do you prevent this from happening? In other words, how do you capture these leads? Once you have these contacts captured, what's the best way to follow up with them? What about the younger generation of contacts? These are all common questions every financial advisor asks. Advisor Websites and Chris Gonzales of Redtail Technology answered these questions for you, and explained the best lead capturing and follow-up strategies to implement so that you can stay top of mind with your leads.