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.
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Related Episodes:
Episode 19 - How to Attract Millennial Advisors to Your Wealth Management Firm
Episode 13 - Using Social Media to Increase Your Valuation with Victor Gaxiola
