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Find me people in my niche with a net worth over $1mil... and that have a LinkedIn

Advisortech Insider: Daily Insights for Modern Financial Advisors

Author

Joe Moss
April 04, 2024

Happy Thursday!

Wealthfeed is doing something really interesting - so interesting, in fact, I made a video. In this video, I’ll go over:

  • Using ChatGPT to put together a marketing sequence

  • Using Apollo to set up this sequence with a combination of LinkedIn tasks, emails, phone calls, and manual tasks

  • Using Wealthfeed to find a list of prospects to reach out to

Use promo code “proadvisorsuite” for 10% off

Are you interested in setting up a marketing campaign like this? Love to hear your thoughts!

Until next time,

Joe

Upcoming Events

  • Tuesday, April 9th, 2pm ET

Dennis: “I’ll teach you three (3) essential frameworks of experience design that you can implement immediately.

🌞 

"What would happen if I attended and did everything you said to do?"

Not only your business but your entire life would change forever for the better.

I will share the what, why and how of better experience design as well as why staging a better a client experience, that builds a sense of belonging within your practice isn't just a good idea, it is essential to your success.

Stop marketing. Start customering. Join us next week.“

  • Wednesday, April 10th, 2pm ET

This webinar will cover:

  • What client engagement entails and why it’s essential for building trust and long-lasting connections with your clients.

  • An overview of proven strategies designed to captivate clients’ interest, deepen relationships, and foster a sense of partnership and trust.

  • How CRM bolsters client engagement by simplifying communication, tracking interactions, and tailoring experiences to individual preferences.

  • The impact of white-labeled checklists, flowcharts, and summary guides in propelling client engagement forward.

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