16 min

Financial advisor follow up emails that rock‪!‬ Sara Grillo

    • Marketing

In this blog, I’m going to discuss financial advisor follow up emails that rock, and present a sample script you can follow if you are a financial advisor emailing a prospect after the first meeting. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and … Financial advisor follow up emails that rock! Read More »

In this blog, I’m going to discuss financial advisor follow up emails that rock, and present a sample script you can follow if you are a financial advisor emailing a prospect after the first meeting. For those of you who are new to my blog/podcast, my name is Sara. I am a CFA® charterholder and … Financial advisor follow up emails that rock! Read More »

16 min