Sales prospecting isn’t just a step in a financial advisor’s process—it’s the lifeblood of business growth. When done right, it fills an advisor’s pipeline with qualified, eager leads, primed for ...

“Hi! This is Charli James with client services. It’s a beautiful day here. How are things over by you today?” And just like that, you’re unknowingly engaged in a Zoom conversation with a non-human.

One of the biggest challenges for most entrepreneurs and small business owners is making cold calls to new sales prospects. These calls are the first step in your sales process, and it’s important to ...