One of this week’s financial planning articles is the subject of this 2½-minute video about our platform for advisors; it shows advisors how to generate the right leads.
Leads that are attracted to your firm for the right reasons are the right kind of leads. They are a small percentage of contacts who value your news stream about tax and financial planning.
Our content attracts clients who know enough about tax and financial planning to understand facts. For a financial professional committed to a code of ethics and intellectual integrity, this is a way to reach your Ideal clients.
We build email lists and generate the right leads for tax and financial planning professionals.