When it comes to bringing your prospects all the way through to becoming clients, you may feel a sense of achievement when you land that new client. It can feel like you just won a football game, but the game’s not over! Are you keeping your clients and late-stage prospects engaged with your business?

On this episode of The Customer Journey, Mike and Greg discuss why you should never prematurely end your customer’s journey to being and staying your client.

Watch this week’s latest TCJ (The Customer Journey) episode to learn more about how your financial practice can achieve marketing and sales success.

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