Prospect Release Notes

Whether due to a lack of staff, lack of marketing experience, or both, many advisors admit they struggle to promote their work as financial advisors. And that’s understandable: After all, they became advisors to help people, not to be marketers. 

Within our Prospect pillar is the new Market*r marketing engine, which features a number of tools that drive organic growth through client acquisition and engagement activities connected seamlessly to your financial planning process.