Financial Advisor Marketing Podcast cover image

Patterns In Successful LinkedIn Marketing (With Anthony Carlton)

Financial Advisor Marketing Podcast

00:00

How to Build Rapport With Your Clients

The first step is who is a warm lead already? Where do I find these people in my profile and my content? And the amount of discovery calls that then turned into clients just from asking the right questions, blew my mind because even in our firm, everybody was trying to use this giant long-winded message about how we're the best financial planning tech firm. As soon as I changed my messaging from that to more human and rapport building, I was getting discovery calls left and right.

Play episode from 39:35
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app