Page 11 - Advisor Support Program
P. 11

Process: Sales Pipeline Mgmt






                                                 Leads           Prospects       Clients










                                                                                             Call Back /
                                  1
                                                                                             Future Follow-up


                                  2                                                       Cool




                                  3                                                  Warm




                                  4                                               Hot




                                                               Sales   Process






                                                              Sale
                                                             SALE





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