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Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ETRegister Now
Did you miss our Lead Capture pre-release webinar?
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: an interactive online workflow made specifically to help financial professionals attract, engage and qualify leads through their online marketing efforts.
Lead Capture automates and streamlines the process of capturing, qualifying, and managing leads directly within the emX® product suite. Automatically add leads to your Advisor Dashboard, receive an alert when prospects are ready for help, and gain insight into the financial lives and goals of your leads to qualify them and have a meaningful first conversation.
Lead Capture features:
Lead Capture is coming July 25!