What consumers expectBlog added by Steve Savant on March 27, 2014
Steve Savant

Steve Savant

Scottsdale , AZ

Joined: January 28, 2005

Consumers who take the time to fill out information online have an expectation to be contacted by an advisor. First-contact interviews are generally over the phone. A critical component of first contact is educating — not selling — the prospect. Another key component is differentiating yourself from other advisors without tooting your own horn. CEO/ President Tom Carolan of Parasol Leads, the 2014 Winner of the Best Lead Quality Award, is interviewed in this video blog.

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