LIVE WEBINAR | Oct. 15 | 1 pm CT
The Lead Follow-Up Playbook
A Practical Approach to Follow-Up, Tracking and Long-Term Nurture
Your Marketing Generated the Lead.
What Happens Next Can Make All the Difference.
A lead is only as valuable as the process that follows it.
Generating the lead is just the beginning. Your office needs a clear process for:
Who follows up
When they reach out
What gets tracked
How the lead keeps moving forward
When it's time for long-term nurture
Who follows up
When they reach out
What gets tracked
How the lead keeps moving forward
When it's time for long-term nurture
register now
Join the Strategic Marketing & Performance Coaching Team from Advisors Excel to see the lead follow-up process they coach advisor offices to use — and how AE Sync helps put it into practice.
Thursday, Oct. 15 | 1 PM CT
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Register and get immediate access to our five-resource Advisor Marketing Toolkit.
Register for the Webinar.
Get the Advisor Marketing Toolkit.
Five practical resources to help you strengthen your marketing, conversations and approach.
What's included:
Marketing Director's Playbook
Build a more organized marketing operation around four essentials: database management, lead follow-up, long-term nurture and ROI tracking.
LI$T Marketing Guide
Get more from the leads and contacts you've already generated with practical strategies for organizing, nurturing and marketing to your list.
Real Wins ROI
Discover practical marketing strategies for attracting prospects, engaging clients, generating referrals and building a more intentional approach to growth.
60 Best Open-Ended Questions
Ask better questions to uncover a lead's motivation, needs and fit — and create more productive conversations that can lead to an appointment.
Marketing Reimagined
Take a broader look at your client acquisition strategy and find opportunities to strengthen how you're attracting new business.
Get immediate access when you register.
What You’ll Learn
See What a Better Lead Follow-Up Process Could Look Like for Your Office
From the moment a lead comes in through long-term nurture, see how to create more structure at every step.
Bring Your Leads Together
See how AE Sync brings leads from multiple marketing sources into one place so your team has a clearer view of what's coming in
Build a Follow-Up Cadence
Create a clear rhythm for when and how your team follows up.
Track What Matters
Know what to track so you can see where leads stand and what happens next.
Know When to Keep Going – and When to Nurture
See how to approach the first 21 days of active follow-up and what happens when a lead isn't ready to schedule an appointment.
Connect Follow-Up to Long-Term Nurture
See how AE Sync and Snappy Kraken can work together to keep the relationship going after active follow-up ends.
Who This is For
If Lead Follow-Up Feels Harder Than It Should, This Webinar Is for You.
Generating the lead is just the beginning. Your office needs a clear process for:
Leads are coming in from multiple places.
Follow-up depends on someone remembering what happens next.
Different people handle leads differently.
You can't easily see where every lead stands.
You're not sure when active follow-up should end and long-term nurture should begin.
Leads are coming in from multiple places.
Follow-up depends on someone remembering what happens next.
Different people handle leads differently.
You can't easily see where every lead stands.
You're not sure when active follow-up should end and long-term nurture should begin.
What You’ll Walk Away With
Leave With More Than Ideas. Leave With a Clearer Plan.
A Clearer Follow-Up Process
Know what should happen after a marketing lead comes in – and how to create more consistency around who does what and when.
Better Visibility Into Your Pipeline
Understand what to track so you can more clearly see where leads stand and what needs attention.
A Plan for the Leads That Aren't Ready Yet
Know when it's time to transition from active follow-up to long-term nurture – without letting the lead disappear.
A Clearer Follow-Up Process
Know what should happen after a marketing lead comes in – and how to create more consistency around who does what and when.
Better Visibility Into Your Pipeline
Understand what to track so you can more clearly see where leads stand and what needs attention.
A Plan for the Leads That Aren't Ready Yet
Know when it's time to transition from active follow-up to long-term nurture – without letting the lead disappear.
The goal isn't more marketing theory. It's a process you can take back to your office and put to work.
Our Experts
This Isn't Theory.
It's What We Coach.
Advisors Excel's Strategic Marketing Coaching team works directly with advisor offices to build stronger marketing operations, follow-up processes and systems.
In this webinar, Ryan and Tristan are opening up that playbook.
Ryan Schlesener
Lead Strategic Marketing & Performance Coach, Advisors Excel
Ryan has coached 100+ advisor offices on their marketing operations and created the Marketing Director's Playbook. He leads the Strategic Marketing Coaching team at Advisors Excel.
Tristan Mott
Strategic Marketing & Performance Coach, Advisors Excel
After starting his career inside a financial advisor's office, Tristan now coaches advisor teams on lead follow-up, pipeline management and marketing performance.
Register for The Lead Follow-Up Playbook Webinar
A Practical Approach to Follow-Up, Tracking and Long-Term Nurture
Don’t let a good lead get lost in a bad process.
Thursday, Oct. 15 | 1 PM CT
Plus, get immediate access to the five-resource Advisor Marketing Toolkit.
