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March Madness: Strategies to Convert Leads into Clients

Posted by Jerry McNulty on 3/31/25 5:03 PM

March Madness isn’t just for basketball—it’s also a time for financial advisors to fine-tune their game plan and turn leads into clients. Just as basketball teams strategize, adapt, and execute plays to win, financial professionals need a game plan for client acquisition.

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Topics: Financial Advising, Retirement Planning, Financial Technology, Independent Financial Advisor, Client Relationships, Email, Marketing, Financial Literacy, March Madness

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