I returned to the service after a two-year break due to personal challenges affecting my business. My prior experience was positive, so I decided to give it another go. They've introduced some new features that improve communication with prospects, like automated emails and text messaging. Since restarting 30 days ago, I've received around 40 prospects, and two have already become clients, yielding six valuable referrals. I’m still engaging with several of the initial prospects and hope to convert more into clients.
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Retirement Prospects assists financial advisors and life insurance professionals to rapidly gain new clients. Over 29,000 professionals served since 2002.
