Episode 36: Dave Poulos on Nurturing Leads

“ . . . your CRM should be able to give you reports on each and every client and prospect that are consistent, current, and accurate. Once that happens, you can now select and target sectors of prospects, provide them with content that will resonate with them, that they will find valuable at the right intervals so you don't saturate them or annoy them, but will keep them present in the “find an advisor” file in their mind.

The best part of this automated and segmented follow-up approach is that you can do it all ahead of time and schedule the release in advance. What that allows you to do is to write all the follow-up messages, related content ahead of time, all at once, and release it whenever it's appropriate automatically. Your CRM is working for you while you eat, sleep, drive, do whatever. That's the best part.”

Want to close more business? Seeing good leads but not ramping up the AUM fast enough? Tired of chasing prospects for meeting times and dates? This is the episode for you! Dave Poulos lays it all out for you on how to drive leads and nurture them so that they convert and drive growth – it’s a quick tutorial that can jump start your practice growth curve, don’t miss it!

David Poulos joined Pinnacle as the Director of Marketing in 2018. He is responsible for developing strategies that drive growth and create media and industry awareness through the effective use of events, print, direct mail, radio, video, Internet, social media, and e-mail.

Dave has over thirty years of marketing experience, with a Bachelor of Science degree in Marketing Communications from Northeastern University. Through his consulting firm, he served as a marketing and branding consultant to a host of clients, including American Airlines, Coca Cola, and MasterCard. He is also the author of the award-winning book, The Marketing Doctor’s Survival Notes, and has published over 30 articles on a variety of marketing topics in nationally-published news magazines and websites.