Episode 23 - How financial advisors can use their websites to convert prospects to clients

from Modern Financial Advisor · host Truelytics

Shanna Tingom of Heritage Financial Strategies joins Mike Langford for an exploration of how she and her team are using their website to win new clients at a 66% higher rate than other channels. It turns out these new clients are much more profitable as well. Shanna also shares how she is leveraging Truelytics to facilitate the acquisition of another advisor's practice.

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This episode is 45 minutes long.

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This episode was published on October 23, 2019.

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