How to Build a List that Books Appointments

I always tell Financial Advisors that fortune is in the follow-up, but before you can follow up, you have to build a list of contacts looking for your services.

In this video, Chris Gaddis, one of our coaches here at Advisorist, will show you the marketing steps that could help any business excel. All it takes is the correct data, some organization, and a winning mindset.

If you want clients that book appointments on your calendar and the tools to turn those appointments into sales, then this is the video for you.

0:00 - Introduction to the Follow Up Secrets for the Busy Advisor
0:30 - Marketing Funnels for Financial Advisors
1:37 - Data-Driven Marketing
4:00 - How to Collect Contact Info
6:00 - How to Keep Track of Contacts
6:55 - The Mindset of A Winner

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#contact_list_for_financial_advisors #contacts_for_insurance_agents #marketing_tips_for_financial_advisors #booking_appointments_for_financial_advisors #lead_generating_for_financial_advisors #marketing_hacks_for_financial_advisors #marketing_tools_for_insurance_agents #social_media_marketing_for_financial_advisors #financial_advisor_tips #how_to_become_a_financial_advisor #financial_advisor #insurance_agent

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