Insights for Financial Services Leaders: CRM, Marketing & Sales Strategy / Sequences

After working with a particular client for more than six years, we’ve had a front-row seat to their growth and to the consistent discipline that made that growth possible. Over …

When you think of generating or nurturing leads, you probably think about follow-ups or touch points. Typically, this process starts with an email, then setting a reminder to send a …

Goodwood Consulting and AdvizorPro today announced a strategic partnership bringing together Goodwood's expertise in marketing and sales technology automation with AdvizorPro's data and software integrations. Together, the two companies offer …

The Goodwood Consulting team recently participated in the Ultimus Distribution Advantage webinar series, where we shared our insights and demonstrated the technology, tools and processes that we implement for our …