Advisor Custom Microsite w/ Retirement Score Live Webinar Invitation
Advisor Custom Microsite w/ Retirement Score Live Webinar Invitation
Your IFW Retirement Score custom microsite is designed to generate referrals and attract new leads interested in the Retirement Score. It features a custom link to invite people outside of your existing IFW leads to the weekly IFW Retirement Score live webinar. All registrants will be automatically added to your IFW Retirement Score CRM leads dashboard as RR Lead (External) and receive all IFW communications and appointment setting services.
Watch this video for best practices on how to make the most of your custom microsite and live webinar invitation link!
You should have already received your microsite and webinar invitation link during onboarding. If you need it again contact skylar@the-ifw.com.
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