Description
You dedicate significant resources into marketing and advertising to generate leads, but do you have a seamless process to qualify them, nurture them and convert them into clients? Drawing from her vast experience working as a Chief Operating Officer in both wealth management firms and law firms, Alyssa shares strategies to maximize your ROI, convert more leads into clients and set the tone for a successful client-firm relationship. She’ll demonstrate how to set up your pipelines, processes, technology and reporting to effectively manage and improve your lead conversion and referral networks. This session is for anyone working in professional services who wants to gain a competitive edge and turn more hard-earned leads into clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF of the Presentation.)
Presented by Alyssa Phillips