by Sean Dailey | Feb 4, 2023 | Client Marketing Ideas, Sales Ideas
Asking good questions in a sales meeting helps advisors and agents in several ways: Provides better understanding of the prospect’s needs, wants, and pain points. This information is crucial in developing a solution that meets the prospect’s requirements....
by Sean Dailey | Feb 4, 2023 | Marketing to Prospects Ideas
Your website header is more important than you realize. It’s the first thing someone sees when they visit your site, and if they don’t see any value for themselves in the header, they won’t keep scrolling. That’s just the way it is: people are...
by Sean Dailey | Feb 4, 2023 | Sales Ideas
Have you actually written down your sales process? It may seem like tedious work, but I highly recommend it. Why? Because after we wrote out our sales process, it helped us to visually see what we could change to improve it. It also helped us get on the same page with...
by Sean Dailey | Feb 3, 2023 | Marketing to Prospects Ideas
This sounds kind of creepy, but one of the best things that helped us improve the conversion rate on our website is to watch recordings of people’s interactions with the site. There are multiple tools that do this, but the ones we like now (February 2023) are...
by Sean Dailey | Feb 3, 2023 | Client Marketing Ideas, Marketing to Prospects Ideas, Sales Ideas
Too many advisors and agents rely on only referrals to grow their business. I get it, referrals are awesome. They have the highest close rate and don’t cost a fortune for the leads. We even have a few campaigns designed to help generate more referrals. However, I...
