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021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia Luper

021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia Luper

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia Luper

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
68 minutes
Released:
Mar 29, 2022
Format:
Podcast episode

Description

Looking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today is all about exactly that.  Enter: The Nurture Sequence.  Today I am talking with marketing expert Olivia Luper and we are going to get into how to follow up and create more inbound calls.  In this episode  you will learn: What is a nurture sequence?What is the anatomy of a well-crafted & effective nurture sequence?Tips & Tricks to improve your response rate. Do’s and Don’ts of creating captivating copy  AND - Olivia shares   AN EXACT SCRIPT  for your first email in the sequence… the confirmation email! This alone is pretty fantastic. I may, or may not, geek out a little about how this email sequence can occur while you’re sleeping, hanging out with family, or volunteering. The Lord knows how much I love automated systems.   I hope you enjoy this episode and I’d love to see how you implement this in your business! ------From Today's Episode: Get on the Group Coaching Waitlist to learn more!You can connect with Olivia Luper on LinkedIn here.You can visit Olivia's website here for more information on her services. Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Mar 29, 2022
Format:
Podcast episode

Titles in the series (100)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!