Working Every Lead: Systematic Follow-Up for Financial Advisors
Update: 2025-10-22
Description
Advisors who contact leads within one to two days of initial engagement see conversion rates up to 60% higher than those who wait a week or more, according to MarketingSherpa. Yet most advisors struggle to implement systematic follow-up processes that capitalize on every lead generated. Join host Matt Seitz, Chief Marketing Officer at C2P, as he sits down with Cary Chaitoff, Vice President of Marketing at C2P, to explore proactive strategies that help turn lead generation into actual business growth. From crafting compelling voicemail scripts to tracking conversion metrics, discover how to build a marketing process that works smarter, not harder, to convert prospects into clients.
Resources:
For C2P Advisors only:
- Marketing services referenced: The Agency at C2P
Statistics:
- 44% of salespeople stop after one follow-up call
- 2% of all sales happen on the first contact across all industries
- Advisors who contact leads within 1-2 days of initial engagement see conversion rates up to 60% higher than those who wait a week or more (MarketingSherpa)
- Industry average: 7-9 touches to convert a lead to a Right Fit Call
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