Shanna Tingom of Heritage Financial Strategies joins Mike Langford for an exploration of how she and her team are using their website to win new clients at a 66% higher rate than other channels. It turns out these new clients are much more profitable as well.
Shanna also shares how she is leveraging Truelytics to facilitate the acquisition of another advisor's practice. When Cambridge made Truelytics available to their advisor population, Shanna and her team jumped at the chance to use our solution to the fullest.
Resources and Links Mentioned In the Episode:
- Hubspot CRM
- PreciseFP - Use Shanna's code ShannaTingom30
- Zapier - Helps your digital tools talk to each other
- Acuity Scheduling - Allows prospects to book an appointment on your website
- Shanna's Podcast - Making Money Fun
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