You're still using an Excel spreadsheet to manage leads?! STOP THAT.
Feb 20, 2025It blows my mind to see how many financial advisors still track their leads in an Excel spreadsheet.
To think about copying & pasting EACH prospect's...
- first name
- last name
- phone number
- LinkedIn URL
...into a spreadsheet makes me cringe. Talk about carpal tunnel.
You guys... we are in 2025.
Not only do we now have Artificial Intelligence, but we've had access to automation for YEARS - automation that allows us to manage leads & do many other tasks in a more systematic way.
Quit making your life more difficult than it needs to be.
There are easier ways. More effortless ways.
Use a CRM like Wealthbox, Redtail Technology, HubSpot, Salesforce, Pipedrive, etc. We at ReplyAssist use Hubspot in case you're curious.
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