So by now, thanks to two of Chuck’s recent blog posts, we have enough input to create a perfect lead definition. How about we decide which elements constitute a perfect lead? Once we vote on each item, we can take this to our marketing departments and wake them up a bit, if you know what I mean. After all, this is supposed to be their product, the fruit of their work, their cost justification—right?
Which item is most essential for the perfect lead?
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Here’s my dilemma: How does a young investment advisor, who deals not only with investing, but astute tax planning, estate, and retirement planning, primarily for high net worth individuals and business owners, develop a book of business? Where can potential clients be found?
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