Pipelineapp.io Employee Directory

IT Services and IT ConsultingTexas, United States2-10 Employees

“I go to a ton of networking events. Send out tons of cold emails. Have lots of lunch meetings. 𝗕𝘂𝘁, 𝗜’𝗺 𝘀𝘁𝗶𝗹𝗹 𝗻𝗼𝘁 𝗰𝗹𝗼𝘀𝗶𝗻𝗴 𝗲𝗻𝗼𝘂𝗴𝗵 𝘀𝗮𝗹𝗲𝘀!”

So, what’s going on under-the-hood?

👉 Take our quick self-assessment and find out: https://go.pipelineapp.io/finserv-linkedin-profile

Here are 4 common problems I see holding financial services firms back: 

1) 𝗦𝘁𝗿𝘂𝗴𝗴𝗹𝗶𝗻𝗴 𝘁𝗼 𝗴𝗲𝗻𝗲𝗿𝗮𝘁𝗲 𝗹𝗲𝗮𝗱𝘀 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝗰𝗼𝗻𝘀𝘁𝗮𝗻𝘁 𝗮𝗰𝘁𝗶𝘃𝗶𝘁𝘆 - If you’re not there constantly hustling, your sales pipeline dries up

2) 𝗟𝗼𝘀𝗶𝗻𝗴 𝘁𝗵𝗼𝘀𝗲 𝗹𝗲𝗮𝗱𝘀 𝘄𝗵𝗼 𝗮𝗿𝗲𝗻’𝘁 𝗿𝗲𝗮𝗱𝘆 𝘁𝗼 𝘁𝗮𝗹𝗸 - Your primary lead capture is a Contact or calendar form, which only a tiny percentage of visitors will complete

3) 𝗛𝗮𝘃𝗶𝗻𝗴 𝘁𝗼𝗼 𝗺𝗮𝗻𝘆 𝗰𝗼𝗻𝘃𝗲𝗿𝘀𝗮𝘁𝗶𝗼𝗻𝘀 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲 𝘄𝗿𝗼𝗻𝗴 𝗽𝗲𝗼𝗽𝗹𝗲 - You’re talking to lots of price-shoppers, people who just want to pick your brain, or folks who just want free advice

4) 𝗦𝗲𝗻𝗱𝗶𝗻𝗴 𝗳𝗼𝗹𝗹𝗼𝘄-𝘂𝗽𝘀 𝘁𝗵𝗮𝘁 𝗮𝗿𝗲𝗻'𝘁 𝗰𝗼𝗻𝘃𝗲𝗿𝘁𝗶𝗻𝗴 - If you don’t close the sale immediately, leads go into a blackhole, never to be heard from again

So, how do you know which one of these is hurting your sales the most?

That’s why I created the research-backed 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 𝗟𝗲𝗮𝗱-𝗚𝗲𝗻 𝗦𝗰𝗼𝗿𝗲𝗰𝗮𝗿𝗱 so that owners & partners of financial services firms can quickly see what’s *actually* working with their lead-gen and what’s not.

16 questions. 

Only 3½ minutes.

And, get an instant diagnostic of your lead-gen & sales process for your financial services firm.

Plus, you’ll get a personalized video that’ll show you exactly what you need to improve based on industry best practices from Accounting Today, FPA, Hinge Research Institute, Kitces, and more.

👉 Get your score now: https://go.pipelineapp.io/finserv-linkedin-profile

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