Financial Advisor Essentials: Planning, Analysis, Compliance, and Management

Convert Leads into Prospects with StratiFi’s Lead Generation Widget

Written by Minhee Park | 6/28/21 5:23 PM

Did you know that roughly 50% of marketers use a lead magnet to increase conversion rates? When you give prospects something valuable, like the opportunity to assess their portfolio risk for free, they give you something in return—their email address. StratiFi has you covered.

Use StratiFi’s Referral and Lead Generation Widget to prospect leads, grow your book, and increase your revenue.

Include our widget in your email signature to make it easier for your prospects to engage with you.

Install our lead generation widget on your website to convert visitors into prospects.

Check out the StratiFi learning center for directions to get started!

Have questions on how to install the StratiFi lead-gen widget to your website and email signature? Reach out to support@stratifi.com.