Advisors Excel - Team Elite

Advisors Excel has compiled ideas from several of our top advisors on how to keep clients and prospects engaged. Get these tips today! Call 866-363-9595 and ask for Team Elite for more information.

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

Your clients are your most valuable resource, and you’ve gained their trust by staying in touch and knowing details about their lives and their ambitions. It’s your place to advise them of certain financial strategies related to retirement planning. But clients also find warm interactions incredibly worthwhile too. Those moments can often prompt coveted referrals. That's why AE has created the Second Half Playbook to give you a guide for the rest of 2020.

For more information, call for Team Elite at 866-363-9595.

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1

Do you know how to Mail Merge? Mail merge is a time saving tool that you may not even know you have. All you need is Microsoft Word and Microsoft Excel. That's right! You most likely already have these two applications on your desk top.

Mail merge can be a time saver when doing an email drip campaign. Not only is it hassle free, you can also personalize the emails going out to your prospects. To get a step by step guide on how to Mail Merge, call 866-363-9595 and ask for Team Elite.

You can also schedule a call with one of our Marketing Directors, Jacob Dohrman or Zach Willis. Click the links below to schedule.

https://calendly.com/jacob-dohrman/15min-1

https://calendly.com/zach-willis/15min-1