Agent Link conducted qualitative research consisting of special interviews with a group of the client’s advisers.
Through our proprietary process, our trained team identified each adviser persona more or less likely to have success with the client. Recruiting journeys were mapped for each in a number of Advisor Personas. A comprehensive report presenting findings was very well received.
The data was also instrumental in Agent Link setting up 40 telephone appointments with new and interested insurance and financial service pros to speak with the firm about their opportunity.