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Powering Growth-Minded Advisors
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Stonewood reports let you evaluate taxes, income, and legacy potential between retirement strategies. See How
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Lead Scoring 101: What’s a Lead Score and Why Does It Matter?
If you’re a financial advisor aiming to grow your practice, you’ve likely come across the term "lead scoring." But what exactly is lead scoring for financial advisors, and why should you use it? Lead scoring is a powerful tool that helps financial advisors like you rank and prioritize leads based on their behavior and engagement. In simple terms, it ensures you focus your energy on the prospects who are actively interacting with you and are most likely to be ready for a conversation—directing you to the leads who genuinely want to hear from you.