If you're already successfully converting leads, then the very best thing you can do is find a way to introduce more people to that process, and separate the identifying from the converting.
Today on the More Cheese, Less Whiskers Podcast we're talking with Geoff Edie from Toronto.
Geoff's company is involved in many different ways of helping Canadian’s maximize their wealth. Tax savings, investments, retirement accounts, a strategy they have for freeing up people’s RRSP.
We had a really great conversation about the front end of his business and how to get the conversation started. They've got a great model in place, inviting people to workshops followed by a ‘big summit’ where a lot of people end up becoming clients, so we talked about the best way to streamline the front end and get into conversations with as many people as we can.
Guess what my recommendation was…
Links:
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