Quality of Life As a Financial Advisor

So recently I heard from Marvin Mitchell at the Jot Conference about creating that quality of life as an advisor. And I know many of you have heard the phrase before, work hard, play hard. And he’s really been able to establish that in his practice by creating a process that works. It takes that burden off of his team because he got to the point where he was bringing in 200 plus leads at a time.

And how do you know which leads are really gonna be qualified and which aren’t? And what do you do with those leads when you get them? By having this overall process that feeds into the same funnel, he was able to automate so many different aspects of his marketing, especially when he wants to create various types of content.

He knows that he’s gonna have one thing that he’s recommending and that’s his toolkit. So whether he’s on a radio ad or he is sending something with social media, he’s like, connect with me if you want a copy of my toolkit. Then he has a whole plan of how he’s gonna filter through them and decide, am I gonna send a physical copy or is it gonna be a digital copy?

Is my team gonna follow up three times? Are they gonna follow up seven times? And so I would really encourage you to come up with a plan that works for you and your team when you get those leads so you’re not overwhelmed and you can increase your business, not by two times, but by 10 times. If you wanna find more information on content strategies or how you can automate services, please reach out to me and my team.

We would love to help you level up your marketing this year

The post Quality of Life As a Financial Advisor appeared first on Indigo Marketing Agency.