Too busy to grow? No longer.
Harbor’s Virtual Assistant finds opportunities you forgot you had.
Click below to get a free “Opportunity Scan.” Harbor’s machine insights will map your prospects, determine which ones are ripe for conversation, and recommend a retouch sequence for each situation.
What will you get from the “Scan”:
Compare the number of new contracts you made, your response rates, your meeting rates, and your responsiveness to the average advisor
Identify highly engaged prospects
Discover forgotten conversations
Easily manage meeting follow ups
Automatically schedule regular reviews and meetings
View a sample “Opportunity Scan” by enlarging the image below.
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