You can copy and paste the link of the KYC URL onto your social media, websites and other marketing materials to acquire passive leads or you can paste the link on your appointment cards prior to an annual review to understand your clients current financial status and shortfall.
Aside from using this at a roadshow to acquire leads, how else can I use the KYC to generate leads? Print
Created by: Regine Lai
Modified on: Tue, 12 Feb, 2019 at 4:09 PM
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