Rachel Wood

Gathering and Leveraging Client Reviews
rachel wood

Gathering and Leveraging Client Reviews: A Guide for Financial Professionals and Insurance Agents

In the financial and insurance sectors, client reviews are a powerful tool. Positive reviews not only validate your expertise but also build credibility and trust with potential clients. However, gathering reviews can sometimes be challenging due to the sensi…

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automated scheduling
rachel wood

How Automated Scheduling Can Streamline Business Processes for Financial Professionals

Key Takeaways:
Automated scheduling eliminates scheduling conflicts and provides clients with 24/7 access to book appointments, enhancing the overall client experience and reducing no-show rates.By integrating with existing…

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If you want to close more business, you need to be more credible when your prospects look you up online. You will close more business if you can control what your prospects see at this critical juncture. Credkeeper(TM) makes it more likely your prospects will engage with you – More likely, they will call you back, return your email, agree to an appointment, and most importantly – more likely, they will do business with you.

Until Credkeeper(TM), there wasn’t a tool available giving you this much control. Credkeeper(TM) offers social media automation, the ability to solicit and manage client reviews while actively gathering leads and publishing content that helps establish you as an expert. Demonstrate your expertise and subject matter authority. Become more trustworthy. Close more business.

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