Follow Up Procedure
Nov 4, 2009 8:36 pm
What is a general follow up procedure for when someone actually opens an account?
I was thinking Call in 15 days to check in Call 30 days to go over statements Call 60 days update Call 90 days update Qtrly callSource URL:https://www.wealthmanagement.com/forums/prospecting-marketing-and-selling/follow-procedure