Building Email List of Prospects

Goals

To find information on the specific tactics that financial advisers can use to build an email list of prospects.

Early Findings


Proposed next steps:

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From our initial hour of research, we determined that information on creating an email list of prospects is available in the public domain. Consequently, we recommend continuing with research to focus on identify 9-15 strategies that financial advisers can use to build an email list of prospects.
For a cheaper option, we can focus research on providing 3-5 strategies that financial advisers can use to build an email list of prospects.