Identifying new clients that fit your ideal customer profile is a challenge every business owner struggles with. Our new Automated Prospecting Program is a turnkey solution that helps you target the individuals and families that best fit your business model.
Through a refined data sourcing model, we'll deliver monthly direct mail touch points to your ideal prospect. This data model paired with the consistency and frequency of an automated program will generate more qualified leads for your pipeline each month.
- 12 Annual Direct Mail Targeted Touch Points
- Prospecting List Using Our Data Model or Provide Your Own
- FINRA Reviewed Content
- Fully Automated, Turnkey Solution
- Plan Annually, Pay Monthly