The Case for Baby Boomer Clients in Your Practice
April 17, 2017
Trump’s Tax Reform – Where Are We Now?
May 1, 2017
Building Impactful Automation | A Real Life Walkthrough of “Result Producing” Automation Practices
$25.00
Like you, we don’t suffer from lack of opportunity, but we found out that our business model suffered from lack of good follow up. How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Myke and Shelley will explain how to use potential client conversion software while remaining profitable and professional. Experience a documented implementation of CRM, Marketing, and Ecommerce campaigns; Dive into ACTIVE Marketing Automation Funnels and learn how the automation affects your business’s results; and Learn Infusionsoft’s Campaign Builder Tool: Lead Generation, Referral, and Customer Onboarding processes.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Myke Edelman & Shelley Lightfoot
Like you, we don’t suffer from lack of opportunity, but we found out that our business model suffered from lack of good follow up. How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Myke and Shelley will explain how to use potential client conversion software while remaining profitable and professional. Experience a documented implementation of CRM, Marketing, and Ecommerce campaigns; Dive into ACTIVE Marketing Automation Funnels and learn how the automation affects your business’s results; and Learn Infusionsoft’s Campaign Builder Tool: Lead Generation, Referral, and Customer Onboarding processes.
(Purchase of this product will include an Video recording and a PDF copy of the presentation.)
Presented by Myke Edelman & Shelley Lightfoot
PREVIEW:
Related products
-
Add to cart
Lead Conversion – Campaigns, Tagging, Freemiums, Client Lifecycles – What’s it all about?
$25.00How much revenue do we each lose from the point of a client (and advisor) interest, to them dropping off our scope? Lost opportunity is loss of pure profit. Darin will explain how to use potential client conversion software while remaining profitable and professional.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Darin Adams
PREVIEW:
-
Add to cart
Are Your Referable? – The Practice Experience
$25.00We are living at a time when extraordinary estate and wealth strategies planning advisors are needed like never before. As a result, the public is searching for answers on how to preserve and protect what they have; and for answers on how to thrive into the future. This course is a dialogue on professional collaboration and the type of practice your referral sources and clients experience – your practice as seen through the eyes of others. It introduces you to techniques which you and your team may use to gain the skills and quiet confidence to position your practice in the forefront of your community and how you can become a “referable” resource to others. Your practice is like no other and should be unique to you.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Shelley Lightfoot, Executive Director & Stephanie Downer, Esq.
-
Add to cart
LinkedIn New Business Class – How to Generate Referrals in Less Than 5 Minutes
$25.00In today’s busy world of Social Selling, you need to make the most of the time you have online. Dean and Shelley will guide you through some amazing time-saving power moves. Learn a proven outcome-based system that allows you to dramatically increase referrals in less time. In fact, once you start the process you will literally get referrals while you sleep! Dean and Shelley will cover specific techniques to immediately use after leaving the class:
• Find business owners in your target market
• Attract new referrals from your network
• Learn how to be effective in just a few minutes online(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Dean DeLisle, Forward Progress and Shelley Lightfoot, Executive Director
