Modern Lead Funnels for Advisory Firms: Automation, Personalization, and Digital Journeys That Convert
Preview The Old Prospecting Model Is Broken Most advisory firms still rely on outdated funnels: generic emails, manual follow-ups, and broad messaging that tries to appeal to everyone. The modern client expects something very different — personalized journeys, fast responses, and digital convenience. Advisors who rethink their funnel through automation and personalization are the ones […]