Online marketing can help automate sales activities and make prospects into clients, Kristin Harad, the founder of Next10Clients, said at NAPFA’s National conference.
During a panel, titled “Relationship Marketing in the New World,” she detailed a six step approach to get new business online. Harad said that when prospects come to a website, very few are ready to buy anything and most advisors have a major hole in their marketing plans because they are not capturing these website visitors.
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