There are a lot of services you can offer, but knowing what your client needs is the key.
Use Smart Campaigns to understand where your client is financially, what they need and what they are looking for by offering a FREE Financial Assessment.
Your prospect gets their free assessment with instant dynamic results. You collect the data to create the perfect recommendation based on their needs.
Message them automatically or personally and provide the perfect offer.
Smart Campaigns have been designed to be added to your website, emails, social media, marketing and advertising.
Add as many Smart Campaigns as you need to create as many leads as you need. All stored in the sales CRM.