I know that life insurance agents are accustomed to purchasing leads, including online leads to sell life insurance policies. But would a person who is a financial planner or even a Certified Financial Planner purchase leads to grow their practice from a lead source?
Or is it customary for financial planners to generally accept new business only from their referral sources or whatever else they do to advertise? (if any)
Yes weird question, but I need to find out more as I plan to write a blog post on this topic.
I appreciate any input...Thanks!
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Or is it customary for financial planners to generally accept new business only from their referral sources or whatever else they do to advertise? (if any)
Yes weird question, but I need to find out more as I plan to write a blog post on this topic.
I appreciate any input...Thanks!
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