Stonewood Financial Blog
Recent Articles
- Jessica Scott
- November 22, 2024
So, you’ve set up lead scoring in your CRM and have a prioritized list of prospects. Now what? The next step is...
- Jessica Scott
- October 18, 2024
If you’re a financial advisor aiming to grow your practice, you’ve likely come across the term "lead scoring." But what...
- Jessica Scott
- August 1, 2024
Where do you turn for answers? For most of us, it’s Google or similar search engines. A prospective client’s journey to...
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