The 9 Revenue Generating Principles of Advisor Engagement
This is the presentation I shared at the MFEA conference on March 8, 2018. The premise of the presentation is firms can drive revenue using the 9 strategies, tactics and techniques we reviewed.
The 9 Principles of Effective Advisor Engagement serve as a practitioner’s guide to increase leads, conversions, pipeline velocity and revenue impact.
- Volume: Generate “Top-of-the-Funnel” Visits & Inquiries
- Value: Get Better Qualified Inquiries
- Velocity: Increase Conversion Rates
- Revenue: Optimize Engagement for Revenue Impact.
Once you have registered, log in and you will find the presentation under “Resources.”