Module 6: Lead Gen

We are ensuring you have a system for following up with the main sources of leads. We will be covering: referral lead generating-- setting up emails plus explaining this source of leads, QBO Pro Advisor referrals explained and setting up emails, and how I leverage networking events for additional leads plus the set-up of emails for that. 

I’ll lead you through how I set up my network of referrals so you have a system to get high-quality leads.

Download this video's transcript here.