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MoneyMind - Lead Generation

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It is easy to get your lead funnel set up on MoneyMind - all it takes is 3-minutes.

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→ Step 1: Go to Mange Account > Embed Link
→ Step 2: Generate a unique profile link & tag the source
→ Step 3: Embed the link into your website, social media, client portal, or QR code

→ Step 4: Watch warm, engaged leads flow into your advice journey - a relationship that's already started

 

Want a personal walkthrough?  Join one of Dr Katherine's onboarding sessions.​

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