Who would’ve thought you could learn anything from eating a Poptart!? 🍫
If people need instructions to eat a Poptart,
YOU need simple instructions on how someone can do business with you❗️ ❗️ ❗️
#Financialadvisors complicate this more than anyone else I know.
Stop selling the “No Obligation, free appointment!” No one wants that!
Start walking someone through a 3 step process on how to get the value you provide.
If you build #retirementplans…how does someone get that plan?
Step 1. Click here to schedule a 15 minute phone call (we’ll see if we can determine a fit)
Step 2. We’ll Co-create the plan together
Step 3. We’ll present the plan to you
“A confused prospect WILL NOT BUY!”
Keep it simple and give them instructions on…
Your Website.
Your Brochures
Your Live Events
Your appointments
Your Referral Packages
