Conversion Optimization Archives - Kristin Harad

Conversion Optimization Featured Marketing Practice Management

Transforming first-time consultations into lifelong client relationships

The first consultation with a potential client is like a first date. It's a chance to make a strong impression, build trust, and pave the way for a deep and lasting relationship. However, while some first dates lead to lifelong partnerships, others might end in a simple handshake with no…

Kristin HaradAugust 21, 2023

Welcome your new client with a welcome kit

Conversion Optimization Featured Marketing

Welcome Kits for Financial Advisors: Unlocking the ultimate strategy for better lead-to-client conversion

Do sales conversations slow you down as a financial advisor? Are you looking to remove some of the friction in the conversion process? What if you could transform that crucial initial meeting into a mere formality? Imagine a scenario where the client has already made up their mind to work…

Kristin HaradJune 11, 2023

Advisor Lead magnet to build marketing list

Conversion Optimization Marketing

Lead magnet for financial advisors: Create an effective lead magnet to build your marketing list

List building with a lead magnet Building your email list is one of the most valuable assets you can create as a financial advisory firm. In an industry that relies on considered purchases that have long sales cycles, nurturing your list through strategic marketing can pay off over time. But…

Kristin HaradMarch 5, 2023

Grow faster and do more of what you love.

Please remember that each individual's success depends on his or her background, dedication, desire and motivation. As with any business endeavor, there is no certain guarantee that you will earn any money by following the techniques discussed. By entering your email address you are also requesting and agreeing to subscribe to our free Marketing Momentum email newsletter from which you can unsubscribe anytime.

Conversion Optimization

Transforming first-time consultations into lifelong client relationships

Welcome Kits for Financial Advisors: Unlocking the ultimate strategy for better lead-to-client conversion

Lead magnet for financial advisors: Create an effective lead magnet to build your marketing list

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Grow faster and do more of what you love.

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