The Lifestyle Sales Platform is turnkey online marketing package for you. Lifestyle Sales Platform includes the following:
Built-in email campaigns: According to research, a prospect needs to interact with your content 6-7 times before deciding to pursue a relationship. Campaigns give you that!
Marketing Quizzes: Long used by top online marketers, now they are available to financial advisors. Increase your lead conversion with quizzes such as "What is your investment type?" or "What is your #1 retirement portfolio killer?". Embed those quizzes in campaigns.
Fully integrated CRM: In the online world the speed of the follow up is everything. Lifestyle Sales Platform includes a CRM that is fully integrated with campaigns. Anytime your prospect opens an email or goes through the quiz, you get a notification for a speedy follow up.
Bonus #1- Embedded video calls: Now you do not need to subscribe to an external video call service. Schedule video calls right out of a lead’s card. When you speak to a lead, their CRM card is automatically open, so you do not have to jump between screens.