{"id":2265,"date":"2019-03-06T14:29:49","date_gmt":"2019-03-06T19:29:49","guid":{"rendered":"https:\/\/electricvillages.com\/?page_id=2265"},"modified":"2022-03-04T10:52:23","modified_gmt":"2022-03-04T15:52:23","slug":"lead-generation-for-pfps","status":"publish","type":"page","link":"https:\/\/electricvillages.com\/automation-packages\/lead-generation-for-pfps\/","title":{"rendered":"Lead Generation for PFPs"},"content":{"rendered":"\n
Personal Financial Planners (PFP) use marketing automation tools to generate leads and reinforce relationships with existing clients. Automating communications can make a huge difference in the functioning of a financial planner’s practice. Infusionsoft by Keap – the software recommended and serviced by Electric Villages Inc. – provides all these tools, plus the features of a Customer Relationship Management (CRM) system. Customer contact information is stored, as is every email opened, phone call made, and sales history.<\/p>\n\n\n