Episode #159: How an Advisor Landed a $400,000 Annuity and $350,000 in AUM in 14 Days

As financial advisors and entrepreneurs, we understand the importance of building trust, pursuing personal relationships, and explaining a solid financial strategy with clients. As we explore ways to increase our professional online presence, it’s crucial we maintain client engagement that not only helps us generate leads, but high-quality leads.

In today’s episode of Money Script Monday, Dan illustrates how LifePro’s webinar platform uses automation and sequencing to turn your online prospects into actual clients.

This post is intended for financial professional use only.


Resources Provided for This Episode

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About Dan Tatulli

Dan Tatulli is the Marketing Director at LifePro. He works with financial professionals on strategic marketing and branding campaigns to deliver relevant and timely content to their community.


This information is meant for educational purposes only.

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