7 Practical Tips for Financial Advisors in 2024 (Ep.43)
Rebecca Hourihan shares seven practical suggestions designed to smooth out your prospecting pipeline and drive consistent growth for your business. Rebecca discusses innovative ways to enhance communication with AI tools, emphasizes the importance of high-quality design in your marketing materials, and offers invaluable tips for maintaining meaningful connections with prospects and clients.
Rebecca touches on:
- Transitioning from audio to video to stay current in a Zoom-forward world
- Utilizing AI tools to craft engaging and effective follow-up emails
- Updating marketing materials to make a strong visual impression
- Proactively setting meetings with detailed agendas to ensure efficiency
- And more
Connect With Rebecca Hourihan:
- rebecca@401k-marketing.com
- (619) 230 – 5464
- 401(k) Marketing
- LinkedIn: Rebecca Hourihan
- LinkedIn: 401(k) Marketing
- Facebook: 401(k) Marketing
- YouTube: 401(k) Marketing
- Schedule a meeting with 401(k) Marketing
Podcast: Play in new window | Download | Embed