The firm successfully finds leads using digital marketing and gets them to schedule meetings with financial advisors to talk about their investing and financial goals. Kevin is one of those advisors.

Kevin is struggling to convert these prospects into clients. He needs help prioritizing and preparing for these meetings, as well as engaging prospects afterward, to “seal the deal”.

He also has hundreds of leads that he has talked to in the past that could be good fits, but he doesn't know who to reach out to first.