Takeaway: Prepare for RSVPs

We’re committed to making your practice better, so all this month, we’re delivering you a daily takeaway.

Today’s takeaway is…

Prepare for RSVPs

“After sending out invites for our financial planning workshops, we always meet as a team (advisor and administrator) to review our RSVP form as well as the content of the marketing campaign the day before it is scheduled to be delivered.

“We even quiz each other on questions that might come up during the call to make sure we’re all on the same page.” – Mathieu Paradis, AdvisorPractice.com

Want more? Read: Netting new clients

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.