How do you prefer to spend your time –focusing on perfecting your clients’ financial plans or prospecting for new business? Sometimes, it can feel like you have to choose one or the other. Your clients rely on your expertise to secure their financial futures. So any time you can save in generating new business is a net gain for you and your clients.
Introducing Lead Capture: a new and simple way to reach, capture, and qualify leads right from your eMoney dashboard.
Stay tuned for more information on Lead Capture coming soon!