Other FP systems have some kind of marketing component that helps hook those "kick the tires" type of prospects. How do you (advisors here) leverage the great stuff Income Lab does within your marketing / prospecting / conversion process? I'm not expecting a magic bullet, but as I'm finalizing a blog post on why I use guardrails, I've noticed that I've had to dig around to find material. Or, is there a solution that I'm just not aware of?
Examples:
- Elements has custom links you can post on social media; give to COI's; or just put on your website that allow the prospect to DIY to a certain point, linking accounts and seeing basic info.
- I believe MGP has a "Prospecting Center"
- Right Capital has "Leads"
- Of course, SmartAsset is a marketing machine
- Even Holistiplan has a "Marketing Toolkit"