The Evolution of Financial Services

In our first episode Prospect, Produce, and Prosper, Marc Rogers of Producers Prospect and cohost Jon Gay talk about the rapidly changing world of financial services.

Technology has revolutionized the way we watch television, consume audio, even shop. The same is true for you, the financial advisor, as you prospect for new clients. Paper mailers and steak dinner simply don’t cut it anymore.

Yes, live events can work, but only when married with a heavy digital approach. You can pre-qualify your leads, but need to target them and follow up with them digitally. And more importantly, your digital footprint is crucial. Are you where your potential clients are?  Do you have relevant website content? Are you on Facebook, LinkedIn, Twitter, and Instagram? Are you doing a podcast?

All of this may seem overwhelming at first, but Marc and his team at Producers Prospect have systems in place to take care of all of these things for you so you can focus on what you do best – meeting with your clients.