Client Engagement Sequences That Accelerate a Prospect to Client

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Prospect to Client


Scott Armstrong

What is an effective client engagement sequence? Quite simply it is the steps an individual or couple goes through from discovering you exist, to seeing you as a trusted expert, and giving your business and referrals for many years.

Join Scott Armstrong and fill the gaps that are separating you from the growth in clients you desire.

You will learn and be able to immediately apply: 

  • How to create an onboarding sequence that will accelerate the time from prospect to client
  • How to ensure you are top of mind when financial planning and insurance arise in conversations throughout the year
  • How to leverage your best lead funnel – referrals
  • Better work/life balance and less stress
  • Working on your business and not just in it

Hit an immediate home run in your business performance.

Complete the form to watch now!