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Nobody puts estate or asset protection planning as the #1 fun activity on the list, but getting organized and updated with your planning does not have to be painful. Here at BarthCalderon, we have a process that helps you get organized in an efficient and painless way.
Episodes
Thursday Jul 30, 2020
Thursday Jul 30, 2020
Do you have 8 high touch points when prospecting?
Vast majority of leads are long term so you need to have a system in place for numerous touches. Email nurture plays a role as do other tools like your CRM.
There are strategies to automate your touches and they "type" of touch also matters a ton.
Either way, you need to have a process in place for multiple high level touches to convert a prospect to each new step in your sales funnel.
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