Pre-Sales Support
Mutual Funds and ETFs - 800-456-7526
Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
Friday: 8:00 a.m. – 5:00 p.m. ET
Post-Sales and Website Support
888-843-7824
Monday-Friday: 9:00 a.m. - 6:00 p.m. ET
It’s never been easier to convert prospects into clients. Learn how to utilize powerful yet surprisingly easy strategies to get in front of bigger and better prospects (and how to convert them to clients).
Learning Objectives:
Next Steps
1 | Download or order the client worksheet |
2 | Use the worksheet to create a list of prospects to reconnect with |
3 | Within one week, email five new prospects and forward emails to those who didn’t respond |