Lead Generation for PFPs

Personal Financial Planners (PFP) use marketing automation tools to generate leads and reinforce relationships with existing clients. Automating communications can make a huge difference in the functioning of a financial planner’s practice. Infusionsoft by Keap – the software recommended and serviced by Electric Villages Inc. – provides all these tools, plus the features of a Customer Relationship Management (CRM) system. Customer contact information is stored, as is every email opened, phone call made, and sales history.

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