94: My Simple Trick to Get Prospects to Finally Book an Appointment episode artwork

EPISODE · Feb 7, 2023 · 22 MIN

94: My Simple Trick to Get Prospects to Finally Book an Appointment

from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe

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 called in my practice: The Lost Cause Letter. This was an integral part of our follow up process for years… that undoubtedly drove results. It's my favorite simple trick that moved a lead into an actual meeting.  And now, it's yours. ----------------------------------------------Connect with Libby here on LinkedIn.Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

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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,...

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94: My Simple Trick to Get Prospects to Finally Book an Appointment

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