The Science Behind Follow-Up: Patience is the Key to Success
The journey from suspect to client is not immediate, and understanding the timing of conversions is key for long-term success.
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Ryan Judson
Aug 293 min
Leveraging Granum’s Time-Tested Studies in Today’s Financial Services Landscape
Leverage Granum's proven methods for modern client follow-up. Adapt timeless strategies with today's tools to build lasting relationships.
14 views
Ryan Judson
Jun 63 min
Why Phone Calls Trump Zoom Meetings for Initial Cold Call Engagements
In the world of prospecting, the approach you take to schedule initial meetings can significantly impact your success rate.
27 views
Ryan Judson
May 293 min
Patch Notes for Google Sheets Update 4.2
We are excited to announce the release of Version 4.2Â of our Campaign Management Google Sheets template. This update introduces several...
29 views
Spencer Otterbein
Nov 3, 20234 min
Mastering LinkedIn Sales Navigator for Financial Advisors
Sales Navigator can be a game-changer for financial advisors looking to expand their client base and deepen client relationships.
55 views
Ryan Judson
Oct 11, 20234 min
Your LinkedIn Profile: The First Stop for Potential and Current Clients
Before setting foot in your office, most clients will conduct a background check, and your LinkedIn profile is usually their first stop.
46 views
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