Financial Advisory firms can use a formula to move prospects along the sales path: from suspect to lead to client. This isn’t a magic bullet but it is straightforward and simple. It takes discipline and dedication but once the formula is engrained, the rewards can be huge.
Although “Attracting” clients is the first step, there is no point doing that until you have the foundation in place to follow through with the other 3 steps. There is no point having lots of visitors unless you have the process and tools in place ahead of time to convert them to clients.