Generating Qualified Leads as a (Female) Advisor by “Cloning” Your Ideal Hypothetical Client with Robyn Crane

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Generating Qualified Leads as a (Female) Advisor by “Cloning” Your Ideal Hypothetical Client with Robyn Crane

Robyn Crane is the founding father of the consulting agency of the identical identify, which provides gross sales and advertising teaching providers centered on monetary advisors. Robyn has a well-defined strategy to how monetary advisors can’t solely determine their superb consumer, but in addition implement a sustainable lead system to achieve and e-book conferences with certified leads.

Hear as we focus on the difficulty of gender inequality within the monetary planning trade, together with what Robyn sees as the actual motive for this inequality and what the answer is for higher gender illustration. It additionally shares the specifics of its chilly lead technology system, encourage the involvement of these leads, and the way it teaches counselors to determine and supply their superb consumer.

Efficiency notes and extra data may be discovered at: https://www.kitces.com/253

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