Level Up Your Follow Up: After the Seminar Tips for Financial Advisors

In this episode, we dive into the essential steps for turning seminar attendees into booked appointments. We’ll break down how to effectively follow up by gathering the right data at your event and personalizing your approach for each attendee. Whether they booked an appointment, showed up but didn’t commit, or were no-shows, we’ll share strategies to engage each group. We also talk about why being easy to work with and offering multiple communication options can make all the difference. Plus, hear how a conversion coach can help refine your follow-up game and boost your success!

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