Sponsored by American Portfolios
A case can be made that this year’s experience with COVID-19 has permanently changed the way financial advisors pursue new business development. The days of prospecting for new clients via public seminars or investor dinners may be going the way of cold calling, digital advertising, social media, newspaper ads and direct mail.
Advisors will be challenged to find ways to replace the marketing staples that have worked so well for them in the past, but new technologies and big data may offer an answer.
In this white paper, AI Lead Generation: The Future of New Business Development, we discuss:
- How artificial intelligence (AI) lead generation works
- When AI is employed by advisors they grow their business more efficiently
- Describes the partnership into which American Portfolios has entered into with a pioneer in AI lead generation to help advisors benefit from this groundbreaking new approach to marketing
Kimberly A. Branch, CFP®
Vice President of Marketing Strategy
American Portfolios Financial Services, Inc. - an Independent Broker/Dealer