Episode 8: Lead Management for Financial Advisors with Chris Sweat

 

Financial advisors can often find themselves struggling with effectively and efficiently building out their lead management systems. Across the board — whether it’s a big institution or a one-person independent practice — money is left on the table due to poor sales processes, data management and business development.

Chris Sweat, founder of consulting agency StemFlow Solutions, joins Brian Hart to discuss how integrating technology into advisor practices can help remedy this issue.

Connect with Chris on LinkedIn.

 

 

Check out this episode!

 

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