

3 Lessons Learned Adding $550k of New Revenue
Apr 21, 2023
Lessons learned in adding $550k of new revenue, including the importance of having a repeatable system, being intentional with potential clients, and specializing in tax and retirement planning. Exploring benefits of calendar limits and call-to-actions. Building online review profiles and partnering with media outlets. Excitement over new marketing tool, insights on finding a team member, and standing out in job applications.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Lessons Learned in Improving Marketing Strategies
04:26 • 11min
Exploring Benefits of Calendar Limits and Call-to-Actions
15:40 • 2min
Building Online Review Profiles and Partnering with Media Outlets
17:49 • 5min
New Marketing Tool, Finding a Team Member, and Standing Out in Job Applications
22:31 • 3min