Monday 27 November 2017

IFA's : My new client has too many leads

IFA's : My new client has too many leads https://buff.ly/2zHQaO3 They target 5 warm, pre-screened leads in the diary for each adviser per week (minimum 3) – these leads emanate from incoming enquiries, no outbound cold-calling is done.

This CEO formed their company in 2004, initially in the Middle East before moving to Frankfurt, Germany.  It was in Frankfurt where the principal shareholders started to formulate a long-term business strategy for the company.

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