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June 29, 2023 29 mins

Today we’re going to share some of the things we’ve learned through trial and error. It took us a long time to figure out the right sequence and to judge how often you should contact people without turning them off. What you might be surprised to find out is that you can often message people more frequently than you probably realize.

So let’s take you through this follow-up process and give you a better sense of how our system helps advisors. By doing this part of the marketing funnel well, you’ll be able to constantly get more show-ups and better appointments. 

 

Featured Quote:

"I think it's like one thing that 90% of advisors are kind of missing. You know, what happens when that individual doesn't attend or doesn't show? A lot of advisors, it seems like they just kind of sit on an Excel sheet on the back of their computer, and they just never really utilize that person ever again." -Mastermind Advisor Marketing

 

Here is some of what we’ll cover in this episode:

  • Are you collecting emails for everyone? (1:39)
  • The first step in the follow-up process after the seminar. (4:51)
  • Don’t be afraid to follow up more than you think. (13:25)
  • How we structure our email drip process. (15:48 )
  • What’s the next call to action besides asking for an appointment? (20:28)
  • How we help advisors who get hung up on the different ‘what if?’ scenarios. (24:31)

 

If you  want to watch this episode, check out our YouTube channel for the video: https://www.youtube.com/@MasterMindAdvisor 

 

Resources:

Mastermind Advisor Website: https://mastermindadvisor.com/  

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