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How Financial Advisors Can Use Their Websites to Convert Prospects to Clients

Mike Langford
Oct 27, 2019

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:

To listen to the episode simply click play on the audio stream below or listen and subscribe on your favorite podcast platform. You can find us on Apple Podcasts, Spotify, Google Play Music, Alexa,  SoundCloud, Stitcher, and TuneIn.

Audio Stream


Video Overview

If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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


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