How Well Do You Know Your Closing Numbers?

We decided on this topic after hearing from a few advisors following our last episode who told us they were struggling some with their own numbers. It’s easy to put the blame on ourselves for not closing as many of the leads, but sometimes it’s other factors like the marketing we’re doing.

The focus in this episode is on mastering marketing numbers and virtual closing strategies to bolster success rate, and we dive into the different aspects that matter most and discuss how advisors can leverage them to their advantage.

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

We want to understand and analyze marketing funnels, closing numbers, and ROI.

The use of strategic tools such as RMD calculation or social security analysis is highlighted. These tools can help transform prospects into planning or annuity sales.

The importance of providing value before asking for anything in return.

The power of webinars to filter and qualify clients, emphasizing the role of transparency in marketing.

Featured Takeaway:

Marketing is one where you can't sleep on your numbers. There are some advisors that will spend a fortune, not realizing their overall return is not there, and it’s just because they think that it's performing well. And so it's key to pay attention to the numbers. That should dictate your judgment.

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