NEWS: Daily AI use among financial advisors doubles, yet confidence gaps persist: Horsesmouth survey

7 Ways to Bridge the Follow-Up Gap

Jun 15, 2010 / By Robert Middleton
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Failure to follow up with prospects (or to follow up well) is easily one of the most common blunders advisors make when pursuing new business. Your marketing and prospecting strategies will never bring in the volume of business you desire without a focus on follow-up.

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