Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners

94: My Simple Trick to Get Prospects to Finally Book an Appointment
You’ve hosted a workshop or a webinar. Prospects came. You crushed it. People seemed interested. Maybe you even had a couple specifically say to you… "Please call us to set something up! We’ve been needing to do this for years".
Yay, a warm lead!!
You follow up a couple of times… to no avail. So, now what!?
Today I am going to share with you a simple way that you can let a prospect know that you are done following up with them , that you’re still interested, not desperate, but here if they want to talk. AND how do it in a way that is polite... but calls them into action.
Introducing what we…
The skinny
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