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I started with Seniorleads and selected 4 types of leads. I was hesitant to
Select the general categories "retirees" and "pre-retirees" as I was unsure
If these people would have an interest for investing services. It turns out
That retirees has been the most fruitful category. The company-provided
Script worked really well to help steer the prospect to an appointment (so
Far, two appointments on zoom, one face-to-face).
Tip for consumers:
Easy to use.
Products used:
This CRM
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I initially set my radius to 10 miles and received about 2 new prospects a day which was perfect....
I started my account just before the holidays, about December 15. I was doubtful about the...
