Do you use a lead generation service?

There's a lot of lead generation services out there! I'm curious what your firm uses?

What has/hasn't worked for you?

I've used Lead Pilot and Smart Asset before, but just recently learned about Wealthtender and it seems like a good option!

If you're interested and would like to try it out, I have a coupon code you can use for 50% off your first 2 months. Let me know!

7 comments

skool.com/ria-os

Welcome!

👨‍👨‍👧‍👦 Network

🧠 Get advice

💻 Learn new tech

📈 Grow

Leaderboard (30-day)

🔥

+21