NAIFA Massachusetts

NAIFA-LIVE: THE EVOLUTION OF CLIENT ACQUISITION: WEB SEARCH SECRETS TO IDENTIFY PROSPECT OPPORTUNITIES, ENSURE RELEVANCY, AND WIN MORE BUSINESS

  • Thursday, January 20, 2022
  • 2:00 PM
  • WEBINAR


THE EVOLUTION OF CLIENT ACQUISITION: WEB SEARCH SECRETS TO IDENTIFY PROSPECT OPPORTUNITIES, ENSURE RELEVANCY, AND WIN MORE BUSINESS

Thursday, January 20, 2022: 2 PM Eastern


Client acquisition must never stop. The challenge is, in today’s world, the last person a prospect wants to hear from right now is a “cold call” advisor with an irrelevant message. Thankfully there is a solution – the Evolution of Client Acquisition. In this dynamic program, you will discover...

  • How to identify opportunities via money-in-motion events, so you're calling on the prospects who most likely need your solution, right now or in the very near future.
  • How to use search engines, social media, and the Invisible Web as powerful "intelligence agents," ensuring real-time-relevancy in every communication.
  • How to leverage information to gain permission to ask challenging questions, ensure powerful introduction, and provide ongoing value to both prospects and clients.
  • BONUS: All attendees will receive access to the Intel Engine for Advisors, making it fast and easy to implement what is learned.

This jaw-dropping program is extremely high energy, with incredibly high-quality content. Most important, through the knowledge gained and resources provided, you will be able to immediately implement what you will learn to grow your business.

What You'll Learn:

  1. The importance of real-time relevant value for building relationships and client acquisition.
  2. Ways to identify opportunities via money-in-motion events so you're calling on the prospects who most likely need your solution, right now or in the very near future.
  3. How to use search engines as powerful "intelligence agents," ensuring you know exactly what to say that is of high interest to your prospect.
  4. How to leverage information to make a great impression, ensure relevancy, ask for introductions, gain permission to ask challenging questions, and provide ongoing value.


CONTACT US

National Association of Insurance and
Financial Advisors of Massachusetts

2400 Post Road, Warwick, RI 02886

Phone: (617) 402-5001 | Email: hello@naifama.org

© 2022 NAIFA Massachusetts, All Rights Reserved.


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