Podcasts about win more clients

Tim Hyde's BIO:  Tim Hyde is the founder of Win More Clients, a leading marketing automation and CRM consultancy dedicated to helping service-based businesses scale smarter. With over 30 years of experience in strategy, technology, and sales systems, Tim is a master at transforming chaos into clarity.  Having worked with more than a thousand business owners, Tim has a proven track record of streamlining marketing systems, boosting conversions, and building sustainable growth strategies without the burnout.  When he's not fixing funnels or architecting scalable pipelines, you'll find Tim in the kitchen cooking up a storm, skiing through deep powder, cracking dad jokes over board games, and most importantly, hanging out with friends in the JVMM. In this episode, Virginia and Tim  talked about: How Tim got started in referrals and tech How to create a mature marketing funnel  Four kinds of marketing channels you should be employing to scale your business  The intersection of CRM and referral partnerships  How The Dunbar Formula relates to networking Tim's Quest Framework   Takeaways:  Word-of-Mouth and Referrals are a marketing channel  Practice the art of test and measure  Without a system, there's no success A great partner does the selling for you! Intimacy is the key to referral and sales success! Connect with Tim on his LinkedIn account to learn more about his work and insights into networking effectively: LinkedIn URL - https://www.linkedin.com/in/tim-hyde-crm/    Connect with Virginia: https://www.bbrpodcast.com/

In real estate, we're expected to connect with every personality type under the sun. That usually means working really hard to match how someone else communicates. Most of us are doing it on the fly. Winging it. Pivoting mid-conversation and crossing our fingers that our style clicks with theirs. That might have cut it back in the day, but now it's a liability. What if you could walk into every client meeting already knowing how to win them over? That's exactly what myYenta gives you: the blueprint to connect, build trust, and close the deal, by aligning with your client's psychology from the start. Jay Groah knows this world inside out. He's been a practitioner, flipper, and coach for nearly two decades.  But it was one mismatched homebuying experience that sparked the idea for a tool that's now boosting conversion rates for teams, brokerages, and even MLS boards. In this episode, Jay breaks down how top agents are using personality data to reduce friction, cut dead weight, and close more deals with less time wasted on people who were never a match to begin with.   In real estate, we literally deal with 100% of the world's population. People discount our intelligence, but we expertly communicate with absolutely every personality type out there. -Jay Groah   Things You'll Learn In This Episode  The referral-killing mistake agents don't see coming You matched your client with a top-producing agent, but the deal fizzled. How do personality mismatches kill great referrals? The conversion advantage you're probably ignoring Teams using myYenta's personality alignment tool are seeing 15%+ increases in conversion. What are they doing differently, and why does it work before you ever meet the client? The truth about being a real estate chameleon We've been taught to mold ourselves to every client. But what if some personalities just aren't a good fit? Could knowing that early make you more money, not less?   Guest Bio Dr. Jay Groah is the CEO of myYenta, award-winning Realtor, serial house-flipper, and the only tech founder you'll ever meet who moonlights as Eufegenia Housefire, a divine little old lady with a flair for matchmaking (and mischief). When he's not revolutionizing how professionals connect with clients—think more referrals, more loyalty, and a lot less boring using the brilliance of AI and Personality Analysis—he's probably building wild epoxy furniture, puffing on a good cigar, or nerding out over classic cars using his metric ton of academic degrees. Serious about results, never about himself, Dr Jay lives by one rule: if it's not fun, it's not worth doing. Whether he's teaching, speaking, or just living out loud, he brings joy, curiosity, and a dash of eccentricity to everything he touches. To learn more and get a 30-day free trial, visit https://myyenta.com/.    About Your Host Marki Lemons Ryhal is a ​​Licensed Managing Broker, REALTOR® and avid volunteer.  She is a dynamic keynote speaker and workshop facilitator, both on-site and virtual; she's the go-to expert for artificial Intelligence, entrepreneurship, and social media in real estate. Marki Lemons Ryhal is dedicated to all things real estate, and with 25+ years of marketing experience, Marki has taught over 250,000 REALTORS® how to earn up to a 2682% return on their marketing dollars. Marki's expertise has been featured in Forbes, Washington Post, http://Homes.com , and REALTOR® Magazine.   Check out this episode on our website, Apple Podcasts, or Spotify, and don't forget to leave a review if you like what you heard. Your review feeds the algorithm so our show reaches more people. Thank you! 

You know you've got something amazing to offer, but potential clients seem to scroll right past without a second glance. What if the problem isn't your expertise, but how you're talking about it? Imagine being able to craft a marketing message that makes people lean in, nod their heads, and think, "Yes, this is exactly what I need!"   In this episode, brand strategist Debbie White breaks down how to cut through the noise and create a crystal-clear marketing message that not only attracts your dream clients but gets them excited to work with you. Sure this impacts your website and landing pages, but it also impacts how you market your podcast, how you show up on podcasts. It impacts every element of your business.  Discover why clarity wins clients every time.  Learn how your unique background shapes a magnetic, one-of-a-kind brand message. How to change your marketing from scattered to strategic. Find out how to speak directly to your audience's deepest desires and pain points. Explore why trying to copy others' marketing formulas is killing your authentic voice. Ways to simplify your message without losing its magic and authenticity.   Head to https://LeverageYourPodcastShow.com to read the blog >>>Stop leaving success to chance. Get my Crickets to Clients: 5 Shifts To Turn Podcast Interviews Into Real Results https://www.leverageyourpodcast.com/clients >>Learn 3 Ways To  Leverage & Repurpose Your Podcast Guest Interviews To Boost Authority, Visibility, Leads & Sales - Free Guide & Checklist https://leverageyourpodcast.com/guest

Ray guides viewers through creating two plan options and making a compelling recommendation to seal the deal. Subscribe for more insights on growing your business through effective sales techniques.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Welcome back to America's #1 Daily Podcast,  featuring America's #1 Real Estate Coaches and Top EXP Realty Sponsors in the World, Tim and Julie Harris. Ready to become an EXP Realty Agent and join Tim and Julie Harris?  Visit: https://whylibertas.com/harris or text Tim directly at 512-758-0206. ************************

In this episode of Conversations That Grow, we chat with Drew Donaldson, strategist and founder of GroHaus. Drew shares why building relationships trumps talking business, revealing his unconventional sales approach that lets clients speak uninterrupted for the first 15 minutes. He takes us through buying out his business partners while his wife was six months pregnant, and how he immediately turned the company profitable by cutting unnecessary expenses. Drew offers fresh perspectives on contentment versus complacency, meaningful happiness versus status symbols, and why truly understanding your customers drives business success.Links Mentioned: GroHaus.org

Top 10 Humorous Hooks To Supersize Your Business! Pop here every day for a dose of different business building perspective: https://facebook.com/supersizebusiness #supersizeyourbusiness #communication #humor #top10humouroushooks

Welcome to Leading and Growing Your Real Estate Business with me, Coach James Short!

Are you leaving money on the table? This episode reveals three powerful pricing strategies to maximize profits and attract more clients. From "true value" pricing to micro-strategies that break buyer resistance, learn how to make your pricing a competitive advantage.GET MORE MARKETING & SALES TOOLS:Are you interested in becoming the published author of a powerful book to help you attract more ideal clients and set you apart from the competition? Imagine holding your own book in your hands as quickly as 3-6 weeks without you ever having to write a word. We do all the work, you get all the glory! Find out how we Capture Your Genius at our sister publishing house Lunch Break Books - powerful books for entrepreneurs with big growth goals.Are you subscribed to Marketing Gold? Get more marketing tools, tips and strategies delivered to your inbox most Mondays. Sign up here.Is your business doing $2M+ and you're ready to take it to the next level? We'll show you how. Get your free marketing roadmap by taking the Client Stampede Assessment. It's fast, free (Value $197) and your 20+ page report is emailed to you instantly.Enjoying the podcast? You'll love the audio book. Get The Client Stampede audio book on Amazon.

What is Nick Waldner's secret to dominating his market and building an unbeatable online reputation? Client reviews backed by a relentless focus on the consumer experience. Running a team that produces $180 million annually, Nick has cracked the code on delivering an exceptional customer experience all while receiving nearly 2,000 five-star Google reviews.Nick Waldner is a second-generation real estate agent and has pioneered the use of online reviews as a lead gen model. His team consistently ranks as one of the top-performing in the country. He's here to share the systems and strategies that make him an industry leader.Nick Waldner's success is rooted in his unwavering commitment to delivering exceptional service and empowering his clients to share their experiences online. Whether you're looking to grow your reviews, improve systems, or balance work and family, this episode is packed with actionable insights you won't want to miss.Resources:Connect with Nick on Instagram: @nickwaldnerFollow Nick on Facebook: facebook.com/NickWaldnerTVGive Nick a 5-star review: wwtreview.comListen to Episode 13. Building a Real Estate Empire Through YouTube With Ken PozekOrder the Millionaire Real Estate Agent Playbook | Volume 2Connect with Jason:LinkedinProduced by NOVAThis podcast is for general informational purposes only. The guest's views, thoughts, and opinions represent those of the guest and not KWRI and its affiliates and should not be construed as financial, economic, legal, tax, or other advice. This podcast is provided without any warranty, or guarantee of its accuracy, completeness, timeliness, or results from using the information.WARNING! You must comply with the TCPA and any other federal, state or local laws, including for B2B calls and texts. Never call or text a number on any Do Not Call list, and do not use an autodialer or artificial voice or prerecorded messages without proper consent. Contact your attorney to ensure your compliance.Advertising Inquiries: https://redcircle.com/brands

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Do you struggle to write proposals? Do you know the 2 keys to winning more clients in the proposal stage? Mastering the art of creating fast, high-quality proposals remains crucial for agency growth. The best way to guarantee your proposal has a chance to stand out from competitors is to ensure speed and accuracy. That is why our featured guest is sharing how he went from owning an agency to creating the tool for overcoming proposal anxiety. He spent years thinking about ways to turn what was often the worst part of the job for him into an easier and more enjoyable process and eventually launched a software that does just that. Learn more about Joe's entrepreneurial journey and insights into the agency world. Joe Ardeeser is a former agency owner and entrepreneur who ran a web design shop and high-end WordPress shop for twelve years. He shares his journey from agency owner to launching his latest venture, Smart Pricing Table. Joe discusses his early experiences in the agency business, highlighting his desire for independence and the challenges he faced, including developing RSI and chronic back pain, which led him to hire his first employees out of necessity. He reflects on the things that took away from his agency's growth and the way to keep improving your proposals until you're yielding the expected results. In this episode, we'll discuss: 2 keys to drafting a successful proposal. Learning from past mistakes to continuously improve your proposals. The solution to overcome proposal anxiety. Subscribe Apple | Spotify | iHeart Radio When Setbacks Become Stepping Stones in Agency Growth Joe's story begins with a common entrepreneurial struggle: the desire for independence. Truth be told, he didn't like having a boss. After working in a corporate environment that stifled his creativity and autonomy, Joe ventured into freelancing. However, an unexpected challenge arose when he developed an injury that hindered his ability to perform tasks like typing. This setback, rather than derailing his ambition, became the catalyst for hiring. Enlisting help helped Joe realize that delegating tasks could free him to focus on higher-level strategic thinking. The first time he realized the critical role played by that initial hire was during a simple errand. Upon his return, he realized his employee kept everything running smoothly in his absence. He was hooked. The experience highlighted the power of collaboration and the importance of building a team that could share the workload. As his agency grew, each strategic hire—from developers and designers to a pivotal sales manager—freed Joe to focus on broader business strategy. The decision to hire a salesperson, though questioned by some who thought the agency was too small, proved particularly transformative. By delegating the pressure of closing deals, Joe could finally step away from the day-to-day stress of revenue generation. Little by little his hires and careful delegation led to the big day when a client was onboarded without his input at any level and not even knowing the client prior to that moment. It was the moment he knew he had transitioned from an owner to a CEO. 2 Keys of a Successful Proposal: Speed and Precision As for so many agencies, Joe recognizes lead generation as a significant pain point for him. Luckily, the agency got tons of leads from Clutch back in the beginning. Still, they did a lot of one-time work and hadn't cracked the code on landing retainers. #1 - Speed Back then, Joe hated writing proposals, because of the urgency that came with it. In his experience, every day that went by meant the odds of getting picked went slimmed. In his experience, clients often go with the first-engaged vendor. By reaching out immediately, an agency demonstrates its commitment and also capitalizes on the momentum of the prospect's interest. #2 - Accuracy Secondly, the proposal, scope, and expectations must be accurate. If not, the project could blow up post-sale and become a nightmare. These two proposal conditions, it having to be ready quickly but also be high-quality, are two elements that come together to create what Joe calls “proposal anxiety” which is one of the bigger stressors in agency life. Your proposal should be detailed to avoid painful mistakes like greatly underestimating the time and resources you'll be investing on that project. According to Joe, it should be detailed enough to provide “handles to grab onto” without being obnoxious. Vagueness will lead to situations where all your resources keep getting sucked into that project without the proper limits to stop at a certain point. Why You Should Record All Issues with Previous Proposals to Yield Better Results Ideally, agency owners should keep a repository of all the learnings from previous projects. Record all the issues you've ran into that could've been avoided by clearing it up in the proposal. In this sense, Joe recommends having reusable items that can be improved over time as you test through agency work. Many things might change in these documents as you get better and better but Joe makes two main recommendations for making successful proposal drafts: Make it visually appealing. Even if you are making very detailed proposals, don't underestimate the importance of the layout. If it basically looks like a wall of text the prospect will be overwhelmed and be less likely to read it, and that will inevitably lead to expectation issues. Lay out your proposal so it is digestible by creating bullet points as visual clear representation of the work included, limitations, and upsales available. Define the “Spirit of the work”. Joe particularly recommends taking to the time to define this as something you can always come back to if you feel the scope of the project is getting out of hand. As you continue to test and improve upon this document it will become a proposal that'll help you yield the expected results. The Solution to Proposal Anxiety Joe became obsessed with the idea of creating a more structured and efficient approach to proposals to streamline and agency's proposal processes. His goal was turning what is often the worst part of the job into something actually enjoyable. With this mission in mind, three years ago he took his vision to the market in the form of Smart Pricing Table, a proposal software built for marketing agencies. As someone who ran an agency for many years, Joe knows his software offers the type of features agencies want and can provide the structure to provide quick and accurate proposals. By focusing on the needs of agencies and incorporating feedback from users, the software has evolved to meet the changing demands of the industry. This adaptability is vital, as it allows agencies to continuously refine their proposal processes and stay ahead of the competition. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Picture it: you're having a great conversation with a potential client, when all of a sudden they hit you with an objection. “It's too expensive.” “I'm not sure I have time.” “I need to think about it.”

I'm back from a bit of summer fun, feeling recharged and ready to dive into something I think is seriously underrated—storytelling. Yep, you heard that right. In this episode, I'm sharing how you can take your brand's story and turn it into a powerful tool that not only connects with your audience but also transforms them into loyal clients. If you've ever wondered how to use your narrative to stand out and win more business, this episode is for you. Trust me, you don't want to miss it. ______________________ ***If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram Stories, and tag us @veronicadipolo @brandingmomentum Help us spread the word, and leave a review on Apple Podcast Sign up to our V's Insider weekly newsletter to get first access to marketing strategy tips, new business digital products, templates, new programs, free resources tips and Branding Momentum episodes. YouTube is where the conversation continues. Check out our other episodes there and in-depth videos. ______________________ OTHER PLACES WHERE YOU CAN FIND US & HOW WE CAN WORK TOGETHER: Branding Momentum's INSTAGRAM Veronica Di Polo WEBSITE Veronica Di Polo PROGRAMS Veronica Di Polo SHOP

Greetings, SaaS CFO community! Welcome to another exciting episode of The SaaS CFO Podcast. I'm your host, Ben, and today we have a special guest, Jake Soffer, the software founder, and CEO of FirmPilot. Jake's journey is nothing short of inspiring, starting from his days as a recruited hockey player at RPI, diving deep into the fascinating world of Natural Language Processing (NLP), and eventually venturing into entrepreneurship. In this episode, Jake shares invaluable insights from his experience founding Rollio, a cutting-edge natural language interface for CRMs, and how he navigated every classic first-time founder mistake along the way. We'll delve into FirmPilot, the innovative company he founded in 2023, which is revolutionizing the legal marketing landscape with AI-driven SEO, social media, and ad management solutions tailored for law firms. Tune in as Jake reveals FirmPilot's journey from a simple experiment to a thriving business, his strategic approach to targeting small and solo law firms, and how they've already achieved top Google rankings for their clients. Plus, you'll hear about how FirmPilot's go-to-market strategies, fundraising experiences, and metrics for success have shaped the company's growth trajectory. Whether you're a seasoned founder or an aspiring entrepreneur, this episode is packed with lessons and inspiration. Let's dive in! Show Notes: 00:00 Data-driven content creation to boost online presence. 03:41 Transitioned from Rollio, helped brother, created MVP. 09:21 Personalized approach and creative outreach for sales. 12:42 Focus on key metrics for current stage. 14:39 Focused on growth, hired first set of bdRs. Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/firmpilot-closes-7-million-in-series-a Jake Soffer's LinkedIn: https://www.linkedin.com/in/jake-soffer-00797a62/ FirmPilot's LinkedIn: https://www.linkedin.com/company/firmpilot/ FirmPilot's Website: https://firmpilot.com/ SaaS Metrics Course here: https://www.thesaasacademy.com/the-saas-metrics-foundation-live-cohort-new?mc_cid=b89d27187d&mc_eid=20fbb3e1b5 To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Tim Hyde is a Founder & Chief Automation Fixer, a business growth Strategist, Australia's leading authority in sales and Marketing Automation for Small businesses. His company Win More Clients is an Australian base. multi award winning Marketing Automation Agency, founded in 2014 that specializes in helping clients Win More Clients, with less effort. His experience helping small business owners implement marketing, sales, and automation experience is what led to the creation of Win More Clients, the first consulting firm that's focused on driving predictable revenue through the use of intelligently designed strategy and tools, created and tailored specifically for the Marketing Industry. To date, he has worked with over 1,000 clients in 37 countries and now have a team in Canberra, Sydney, and in the Philippines. Tim Hyde shared in this episode: ● How he focuses on making processes easier for clients and automating actions ● How he likes to ‘code' the customer journey ● The biggest road blocks in winning more clients ● How to make it easier for prospects to say ‘Yes' ● The importance of emotional responses to marketing messages ● Why you should make every next step, “Obvious and easy” ● How to consider what emotion you are trying to create and what emotion you want them to do next ● The emotions you may want to create in your process: curiosity, hope, excitement ● Why you should codify this into a tech system to get repeatable results ● Why you should get the message in front of your prospect at the right time ● Right message, right place, right time ● Tim's Life-Changing Question: What can I do better next time? ● Discussed ‘Best Parts' - what was the best part of my day and what can I do better next time? ● Leverage this question with your team ● Book; Rich Dad, Poor Dad; 4 hour work week; Create a lifestyle by design ● Atomic Habits by James Clear, Micro actions, habit stacking ● And much more….   Resources Mentioned In The Show: ● 25 things your small business can automate: https://winmoreclients.com.au/25things/ ● https://www.facebook.com/winmoreclients ● https://www.linkedin.com/in/tim-hyde-crm/ ● https://winmoreclients.com.au/ ● https://winmoreclients.com.au/podcast/ If you would like more insights on profit maximization for your business, visit www.ProfitHive.com.au

  Brian Gillette is a notable figure in the Managed Service Provider (MSP) industry, renowned for his expert knowledge in sales coaching and growth strategies. As the founder of Feelgood MSP, he has honed his skills over a 15-year career in sales and particularly within the MSP channel since 2017. Starting as a VP of Sales for a small MSP in Southern California, Brian distinguished himself by achieving remarkable growth, expanding their Monthly Recurring Revenue (MRR) significantly. His approach to sales is linear and is based on doing the right thing consistently over time, rather than seeking rapid, unsustainable expansion. Episode Summary: In this episode of MSP Business School, host Brian Doyle welcomes sales coach Brian Gillette, who brings an enlightening perspective on acquiring clients and managing growth in the MSP sector. The session is a deep dive into pragmatic sales strategies that Brian Gillette has effectively utilized and now shares as a coach. The episode begins with Brian Doyle introducing the upcoming BCIO Toolbox event, followed by exploring Gillette's journey from a VP of Sales to a highly respected sales trainer in the MSP community. A substantial segment provides actionable insights into cold calling and LinkedIn strategies, stressing the importance of grit and consistent action over mere information or methodologies. Key Takeaways: Linear Growth Over Quick Wins: Success in sales within the MSP market is about consistent, linear progress rather than overnight growth. Practical Selling on LinkedIn: Utilize the power of LinkedIn by expanding your network and gently engaging with leads throughout time. Cold Calling Approaches: Modify your approach to cold calling by focusing on human interaction, respecting the recipient's time, and not taking rejections personally. Importance of Execution: Knowledge of sales tactics is beneficial, but the real game-changer is consistent execution. Value-Driven Workshops for MSPs: Brian Gillette offers monthly workshops aimed to provide comprehensive sales training for MSPs at an accessible price.   Show Website: https://mspbusinessschool.com/ Guest Name: Brian Gillette LinkedIn: https://www.linkedin.com/in/brian-gillette/ Company: https://feelgoodmsp.com Host: Brian Doyle LinkedIn: https://www.linkedin.com/in/briandoylemetathinq/ Sponsors vCIOToolbox: https://vciotoolbox.com Sales MaturIT: https://salesmaturit.com 

Tim Hyde from Win More Clients shares his entrepreneurial journey and the importance of using a CRM to get and stay organized. Tim also delves into how to find your ideal customers, and why you have to go where they are, because the number one problem solopreneurs face is that their best clients don't even know they exist... Brought to you by Mimiran, the fun, "anti-CRM" for independent consultants who love serving clients, but hate selling.

Thank you so much for listening to the Choice Hacking podcast. Today's episode was brought to you by my newest Choice Hacking Academy course, "How to Win More Clients (with Science)."Click here to learn more and join the course✅ Join my free newsletter✅ Buy my book (or audiobook), "Choice Hacking: How to use psychology and behavioral science to create an experience that sings"✅ Learn more about Choice Hacking's consulting arm and how we can help you grow you business  this yearINSTAGRAM/TWITTER/LINKEDIN: @choicehacking//SOURCES: Choice Hacking, The Psychological Failure of New Coke

Some questions we see SO often in our Facebook group is “what should I put in my proposal?” or “my proposal is taking hours, how long should it take?” or even “what price should I put on my proposal?” and we're here in today's episode to put all these questions to rest. You should already have all the information you need, and it certainly shouldn't take you hours - 15 to 30 minutes max!If you're thinking “well there's no way I could do it in that length of time”, then today's episode is just the one you need to listen to. Your proposal should be converting clients with ease, because it's given them absolutely everything they need to know to work with you. It's definitely not an easy process doing it for the first time, so if you're ready to create your first proposal and want it to be a winner, or your proposal just isn't winning you as many clients as you would like - tune in to today's episode!In this episode, we're chatting about:How Laura D learnt to send a proposal every single timeWhy your discovery calls are the most important part of knowing what to put in your proposalsA checklist of what should and shouldn't go in your proposalsTwo sneaky tricks you can use to help draft up your proposal so much quicker!Check out the full show notes at thetwolauras.com/ep102Connect with usIf this episode has resonated or inspired you, take a screenshot and tag us in your stories @thetwolauras!We would love to continue the conversation with you, so come and chat with us in TheSocialMediaManagersHub.com, our free community on Facebook or drop us a DM on your preferred platform by searching for @thetwolauras.

Today he runs an agency doing $25MM in ARR with around 150 employees.  But–as the story usually goes–this success didn't come overnight & started with much more humble beginnings.  From not getting paid by one of his first clients to gaining traction with small monthly retainers on Fiverr to now running a successful performance marketing agency for SaaS companies, Garrett Mehrguth, CEO of Directive, has learned a forecasting model that's allowed him to scale his agency well beyond those humble beginnings.In today's conversation, he shares:The 2 part financial forecasting model you need to grow your agencyThe common mistake agency owners make regarding executive payHow to set goals that are meaningful, yet attainable, for your teamResources Mentioned in This Episode:An Agency's Guide to Measuring And Improving Billable Utilization (Ebook)Connect with Garrett on LinkedIn Sign Up for Garrett's Agency Academy Course The 3 Benefits of Productizing Your Services w/ Sam Shepler 3 Steps to Owning Your Niche in 90 Days w/ Nick Bennett 5 Steps to Win More Clients with Benchmark Data w/ Chris NaultWant to watch the video version of the podcast on YouTube?Check it out here: Agency Life Podcast on YouTubeWant to get more content to support your agency life? Subscribe to the Agency Life newsletter, check out past episodes & find more content at teamwork.com/agencylife. This podcast is brought to you by Teamwork.com.

Thank you so much for listening to the Choice Hacking podcast. Today's episode was brought to you by my newest Choice Hacking Academy course, "How to Win More Clients (with Science)." 

If you're interested in hosting educational events on topics like taxes in retirement and Social Security to generate leads, this podcast is for you! Join host Dave Alison, CFP®, EA, BPC, President and Partner at C2P, and Bryan Bibbo, AIF, NSSA, BPC, Lead Advisor and Partner at JL Smith Holistic Wealth Management as they discuss nearly everything you need to know about hosting successful workshops to win more clients. Focusing on JL Smith's innovative approach, Bibbo provides practical advice and benchmarks to consider when planning or running these events, including who to partner with and when and where to host them. You'll also hear key insights from Matt Seitz, Chief Marketing Officer at C2P, on marketing best practices and how much to spend. Discover the keys to driving attendance and how to make these events a regular, profitable part of your business.ResourcesTrue Productions Digital Agency Eight Digit Media American Financial Education Alliance (AFEA)

Hmmm, do you need a website or a sales page? In this episode of The Introvert Marketer, we need to tackle the age-old question. Too many small business owners come to me asking the difference between both website content writing and sales page copy, and by the end of this 12-minute session, you're going to know whether to invest in new website copy or if you need a sales page for a specific product. Sales Page Demo Podcast (from last week:)) https://spotifyanchor-web.app.link/e/h1CTvEyiLGb ⁠Magnetic Emails Website: www.tiffygwrites.co ⁠⁠⁠ ⁠ ⁠Invest in Your Magnetic Emails Sales Dashboard and Win More Clients while Engineering Your Sales: https://selar.co/61p752⁠⁠ Speak to Tiffany Directly: tiffany@tiffygwrites.com

Thank you so much for listening to the Choice Hacking podcast. Today's episode was brought to you by my newest Choice Hacking Academy course, "How to Win More Clients (with Science)." 

Delivering bad news to current clients is an art. So is uncovering bad news from your prospects. In fact, the best and most wealthy insurance agents out there are typically the ones best at advising their current clients on industry trends, and uncovering pains/problems with their competition.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will explain how to do this for better client retention and for winning more signed Broker of Record Letters from your prospects. Episode Highlights: Charles explains that giving bad news and uncovering bad news are critical aspects of building a $1 million or more book business since it all comes down to winning and retaining clients. (3:30) Charles discusses why delivering bad news to current clients is challenging. (9:21) Charles explains the three most important strategies for maintaining a strong and loyal relationship with current clients and how to deliver bad news and get good results. (11:39) Charles mentions that insurance agents must handle renewals in a very planned and strategic way in order to be considered an advisor. (17:20) Charles believes that being able to spot pain is one of the most significant things insurance agents can do to win new clients. (24:54) Charles discusses the significance of taking advantage of the hardening market in order to make more appointments and win more Broker of Record Letters. (25:36) Charles encourages insurance agents to focus on being professional advisors in delivering bad news to current clients and becoming expert persuaders by identifying their pain points and issues with their present agents and then informing them about the superior services. (28:53) Key Quotes: “Delivering bad news and uncovering bad news are very, very important aspects to building a $1 million or more book business, because it all has to do with being successful at winning and retaining.” - Charles Specht “You need to make sure that you are handling your renewals in a very structured and strategic way so that you are indeed an advisor and not necessarily someone who is quasi unethical when it came down to delivering that bad news.” - Charles Specht “If there is one thing that will ensure your prospects start to meet with you and maybe consider options and even consider doing business with you is if you somehow were able to give them the information that it's likely their insurance rates are going to be increasing significantly, because that's what's happening in the rest of the marketplace across the United States of America and beyond. “ - Charles Specht Resources Mentioned: Reach out to Charles Specht Permission Network Insurance Agency, Inc.

Delivering bad news to current clients is an art. So is uncovering bad news from your prospects. In fact, the best and most wealthy insurance agents out there are typically the ones best at advising their current clients on industry trends, and uncovering pains/problems with their competition.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht will explain how to do this for better client retention and for winning more signed Broker of Record Letters from your prospects. Episode Highlights: Charles explains that giving bad news and uncovering bad news are critical aspects of building a $1 million or more book business since it all comes down to winning and retaining clients. (3:30) Charles discusses why delivering bad news to current clients is challenging. (9:21) Charles explains the three most important strategies for maintaining a strong and loyal relationship with current clients and how to deliver bad news and get good results. (11:39) Charles mentions that insurance agents must handle renewals in a very planned and strategic way in order to be considered an advisor. (17:20) Charles believes that being able to spot pain is one of the most significant things insurance agents can do to win new clients. (24:54) Charles discusses the significance of taking advantage of the hardening market in order to make more appointments and win more Broker of Record Letters. (25:36) Charles encourages insurance agents to focus on being professional advisors in delivering bad news to current clients and becoming expert persuaders by identifying their pain points and issues with their present agents and then informing them about the superior services. (28:53) Key Quotes: “Delivering bad news and uncovering bad news are very, very important aspects to building a $1 million or more book business, because it all has to do with being successful at winning and retaining.” - Charles Specht “You need to make sure that you are handling your renewals in a very structured and strategic way so that you are indeed an advisor and not necessarily someone who is quasi unethical when it came down to delivering that bad news.” - Charles Specht “If there is one thing that will ensure your prospects start to meet with you and maybe consider options and even consider doing business with you is if you somehow were able to give them the information that it's likely their insurance rates are going to be increasing significantly, because that's what's happening in the rest of the marketplace across the United States of America and beyond. “ - Charles Specht Resources Mentioned: Reach out to Charles Specht Permission Network Insurance Agency, Inc.

Want to win more clients (and keep them longer) in 2024?Of course you do!Offering a free benchmark consultation as part of your sales process might just be the key to doing both this year.In this episode with Chris Nault, Founder and CEO of Growth, he breaks down the process and results from his agency's 5-week experiment of adding a benchmark consultation into their sales and renewal processes.In this episode, you'll hear from Chris:When and how to invite clients into a Databox benchmark groupHow it can impact your close rates (for both new & renewal business)sThe role benchmark data can play in on-going client managementHow to leverage benchmark data to build a tight-knit community for your clients and prospectsResources Mentioned in This Episode:Connect with Chris on LinkedIn5 Reasons Your Firm Should Offer a Free Benchmark ConsultationThe State of Agency Operations ReportDatabox (Free) Benchmark GroupsHow 200+ Agencies Invest in Their Own Marketing w/ Pete Caputa & Karl SakasWant to get more content to support your agency life? Subscribe to the Agency Life newsletter, check out past episodes & find more content at teamwork.com/agencylife. This podcast is brought to you by Teamwork.com.

In this insightful episode of The Introvert Marketer Podcast, Tiffany presents a unique perspective on the art of selling specifically tailored for the financial services industry (any course creator can use these principles). Let's explore how selling can be reimagined as an inviting, caring process akin to setting a dining table, rather than being an aggressive or pushy endeavor. The episode dives into the art of writing persuasive, yet authentic copy that guides the reader towards a decision without being forceful—Tiffany shares effective strategies to address potential objections proactively, particularly those common in the financial services sector. This episode is a must-listen for introverted entrepreneurs in the financial services industry. It offers a fresh perspective on selling and provides effective strategies to create an authentic, inviting sales process that leverages introverted qualities as strengths. 17 Copywriting Secrets BLOG⁠: https://tiffygwrites.co/2020/04/01/17-copywriting-secrets-for-small-businesses-that-need-more-conversions-how-to-get-more-website-traffic/  Follow me on Insta: @TiffyGWrites  Sales Page Demo: https://docs.google.com/document/d/1DWUDUHFO54JnSx6aAVwySY8NEtf2zAy-w0OAg7nQ4WY/edit?usp=sharing ⁠Magnetic Emails Website: www.tiffygwrites.co ⁠⁠// Invest in Your Magnetic Emails Sales Dashboard and Win More Clients while Engineering Your Sales: https://selar.co/61p752⁠

In episode 13 of The Introvert Marketer Podcast, Tiffany delves into the concept of the finding yourself in business and cutting the noise of online entrepreneurship. In this episode, we have to lay the foundation for how YOU can thrive despite what your peers, trending mechanisms, and advice from others tell you to do. You went into business to have more freedom and time control and to make revenue, right? You deserve to do that in the way that works for you! She emphasizes that introverted characteristics such as deep thinking and listening skills can be powerful tools in the entrepreneurial journey.  Rather than viewing these traits as weaknesses, Tiffany shows how they can be leveraged as strengths in the business world. In this enlightening episode, Tiffany goes on to share practical tips and strategies tailored specifically for introverted entrepreneurs. ⁠Magnetic Emails Website: www.tiffygwrites.co ⁠ Invest in Your Magnetic Emails Sales Dashboard and Win More Clients while Engineering Your Sales: https://selar.co/61p752⁠ Speak to Tiffany Directly: tiffany@tiffygwrites.com

In episode 11 of The Introvert Marketer Podcast, Tiffany delves into the concept of the "reimagined entrepreneur". This episode seeks to challenge the conventional image of entrepreneurs as extroverted, risk-taking individuals who are always ready to jump at the next big opportunity. Tiffany redefines this image by highlighting how introverts, with their unique strengths and capabilities, can also excel in the realm of entrepreneurship. She emphasizes that introverted characteristics such as deep thinking and listening skills can be powerful tools in the entrepreneurial journey. Rather than viewing these traits as weaknesses, Tiffany shows how they can be leveraged as strengths in the business world. In this enlightening episode, Tiffany goes on to share practical tips and strategies tailored specifically for introverted entrepreneurs. She provides guidance on how to overcome common challenges that introverts face in the business arena, such as networking, public speaking, and self-promotion. Tiffany's insights underscore the message that being an entrepreneur doesn't necessarily mean fitting into a particular mold. On the contrary, the episode "The Entrepreneur Reimagined" encourages embracing one's individuality and unique skill set to succeed in the entrepreneurial journey. The Thought Economy Blog Post: https://tiffygwrites.co/2023/12/24/the-thought-economy-cultivating-deep-thought-in-nature-to-grow-your-business/ Follow me on Insta: @TiffyGWrites Magnetic Emails Website: www.tiffygwrites.co // Invest in Your Magnetic Emails Sales Dashboard and Win More Clients while Engineering Your Sales: https://selar.co/61p752

Most business owners post content online with no idea where their next lead is coming from. So says Chris James, this week's featured expert guest. Chris, from Manchester, is an online business mentor, content strategist and keynote speaker.  He helps solopreneurs and small business owners generate and convert leads organically on social media. In this episode, we cover Chris's journey from telemarketing to running his own content consulting business - with heaps of insights, tips and ideas along the way. Chris's story is not only inspiring but also packed with valuable lessons for anyone looking to make strides in content creation, social media strategy, and entrepreneurship. Key takeaways : **Resilience & Adaptation**: Embrace life's challenges as they shape your professional journey towards success. **Content Strategy**: Combine short-form (Instagram/TikTok) with long-form content (blogs/podcasts), based on your strengths. **Personal Branding**: Your unique brand narrative sets you apart—invest time into developing it. **Strategic Planning Before Execution**: Define clear objectives before diving into tactical content creation. **Balance Promotional Efforts**: Use campaign cycles for promotional intensity variation while providing consistent value-based content. Chris also advocates experimenting within different platforms while focusing predominantly on one until mastery is achieved before moving onto others—an approach that ensures quality engagement without spreading oneself too thin. #ActionOverEverything CONNECT WITH CHRIS ON LINKEDIN - https://www.linkedin.com/in/chrisjamesonline/ Chris's business website - https://www.chris-james.co/

Are you stuck in a rut trying to create winning proposals but getting no results? You've been told to systematize processes and productize services, but you need help to get it to work. Discover a new approach to crafting effective proposals to win clients and foster long-term relationships. In this episode, you will be able to: Tackle the tough world of proposal creation with the help of innovative software.Cultivate a harmonious team dynamic geared toward producing successful proposals.Adopt productization practices to repeat sales triumphs effortlessly.Delve into the importance of perfecting your proposal processes and workflows.Forge genuine relationships and instill confidence with thorough proposal presentations. Joe Ardeeser is a seasoned entrepreneur with a passion for streamlining business processes. With over 20 years of experience in the industry, Joe has worked with notable brands such as T-Mobile and Scantron, honing his sales and proposal writing skills. In 2008, Joe founded a digital agency that eventually morphed into a successful SaaS business. As a systems builder, Joe is dedicated to creating repeatable patterns and making things as efficient as possible for customers. Some areas we explore in this episode include: Implement interactivity in proposals to build trust and enhance communication with potential clients.Consider using line item upsells and down-sell opportunities to provide clients with tailored pricing options.Develop a solid scope of work based on the client's specific needs and preferences.In proposals to plant seeds for future business opportunities, incorporate additional items or services for future consideration.Ensure that sales representatives thoroughly understand the products or services offered to convey client requirements to the proposal team accurately.Utilize software solutions like Smart Pricing Table to create interactive, customizable proposals that stand out from the competition.Invest in systems and processes to ensure efficiency and effectiveness in proposal creation and management.Continuously analyze and improve the proposal process to ensure success in winning new business.And much, much more.

Many insurance agents do a poor job of clearly explaining to their prospects and clients about what the insurance program covers or excludes.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how you can transition prospects into loyal, paying clients by being ultra-transparent and educational. Episode Highlights: Charles mentions that many insurance agencies do not have a formalized proposal. (2:05) Charles explains why you will lose clients and prospects if you confuse them. (4:47) Charles discusses a different way of meeting with prospects in order to win their business. (7:30) According to Charles, if you can explain how you'll be able to produce a better positive outcome, clients and prospects will be much more inclined to desire to do business with you. (12:58) Charles explains that you can win more clients by being more transparent and advocating for education. (15:36) Charles gives an example of how you could do a much better job of making your prospect or insured feel more comfortable with you. (17:16) Charles explains that prospects want to know that they purchased insurance from the right broker and that they have coverage with the finest provider at the lowest possible cost. (22:25) Charles makes a special offer to those who want to join the Permission Group Mastermind. (25:47) Charles discusses what's going on with Permission Group Mastermind. (26:37) Key Quotes: “The lack of education, the lack of understanding that the insurance buyer has about the entire insurance process is not your friend, it's your enemy.” - Charles Specht “This whole idea of how you can win more clients is by being more transparent, by being much more of an advocate for education, helping them actually see what they have what they don't have, rather than doing what lots of agents tend to do is they win a new client, and then they ghost that client.” - Charles Specht “I do believe that when you go into the mastermind, you're going to be in a much stronger position to actually win” - Charles Specht Resources Mentioned: Reach out to Charles Specht Permission Group Mastermind Permission Network Insurance Agency, Inc.

Many insurance agents do a poor job of clearly explaining to their prospects and clients about what the insurance program covers or excludes.  In this throwback episode of the Millionaire Insurance Producer podcast, host Charles Specht explains how you can transition prospects into loyal, paying clients by being ultra-transparent and educational. Episode Highlights: Charles mentions that many insurance agencies do not have a formalized proposal. (2:05) Charles explains why you will lose clients and prospects if you confuse them. (4:47) Charles discusses a different way of meeting with prospects in order to win their business. (7:30) According to Charles, if you can explain how you'll be able to produce a better positive outcome, clients and prospects will be much more inclined to desire to do business with you. (12:58) Charles explains that you can win more clients by being more transparent and advocating for education. (15:36) Charles gives an example of how you could do a much better job of making your prospect or insured feel more comfortable with you. (17:16) Charles explains that prospects want to know that they purchased insurance from the right broker and that they have coverage with the finest provider at the lowest possible cost. (22:25) Charles makes a special offer to those who want to join the Permission Group Mastermind. (25:47) Charles discusses what's going on with Permission Group Mastermind. (26:37) Key Quotes: “The lack of education, the lack of understanding that the insurance buyer has about the entire insurance process is not your friend, it's your enemy.” - Charles Specht “This whole idea of how you can win more clients is by being more transparent, by being much more of an advocate for education, helping them actually see what they have what they don't have, rather than doing what lots of agents tend to do is they win a new client, and then they ghost that client.” - Charles Specht “I do believe that when you go into the mastermind, you're going to be in a much stronger position to actually win” - Charles Specht Resources Mentioned: Reach out to Charles Specht Permission Group Mastermind Permission Network Insurance Agency, Inc.

Thank you so much for listening to the Choice Hacking podcast. Today's episode was brought to you by my newest Choice Hacking Academy course, "How to Win More Clients (with Science)."Click here to learn more and join the course (you can save 50% off the price of the course when you pre-order it before January 21, 2023)✅Join my free newsletter✅Buy my book (or audiobook), "Choice Hacking: How to use psychology and behavioral science to create an experience that sings"✅Learn more about Choice Hacking's consulting arm and how we can help you grow your business  this yearINSTAGRAM/TWITTER/LINKEDIN: @choicehacking//SOURCES: Choice Hacking, How IKEA used psychology to become the world's largest furniture retailer

Raising your value in real estate refers to increasing the worth of a property through various means, such as improving the physical appearance and functionality of the property, increasing the level of comfort and amenities, and making the property more desirable to potential buyers or renters. This can be accomplished through renovations, upgrades, and strategic marketing and pricing. By raising your value, you can increase the potential return on investment, make the property more attractive to buyers and renters, and enhance the overall market value of the property.

Thank you so much for listening to the Choice Hacking podcast. Today's episode was brought to you by my newest Choice Hacking Academy course, "How to Win More Clients (with Science)."Click here to learn more and join the course (you can save 50% off the price of the course when you pre-order it before January 21, 2023)✅Join my free newsletter✅Buy my book (or audiobook), "Choice Hacking: How to use psychology and behavioral science to create an experience that sings"✅Learn more about Choice Hacking's consulting arm and how we can help you grow your business  this yearINSTAGRAM/TWITTER/LINKEDIN: @choicehacking//SOURCES: Choice Hacking,  What is the Endowment Effect?

Thank you so much for listening to the Choice Hacking podcast. Today's episode was brought to you by my newest Choice Hacking Academy course, "How to Win More Clients (with Science)."Click here to learn more and join the course (you can save 50% off the price of the course when you pre-order it before January 21, 2023)✅Join my free newsletter✅Buy my book (or audiobook), "Choice Hacking: How to use psychology and behavioral science to create an experience that sings"✅Learn more about Choice Hacking's consulting arm and how we can help you grow your business  this yearINSTAGRAM/TWITTER/LINKEDIN: @choicehacking//SOURCES: Choice Hacking, Unskilled and Unaware: What is the Dunning-Kruger Effect?

Thank you so much for listening to the Choice Hacking podcast. Today's episode was brought to you by my newest Choice Hacking Academy course, "How to Win More Clients (with Science)."Click here to learn more and join the course (you can save 50% off the price of the course when you pre-order it before January 21, 2023)✅Join my free newsletter✅Buy my book (or audiobook), "Choice Hacking: How to use psychology and behavioral science to create an experience that sings"✅Learn more about Choice Hacking's consulting arm and how we can help you grow you business  this yearINSTAGRAM/TWITTER/LINKEDIN: @choicehacking//SOURCES: Choice Hacking, Five Ways Netflix Used Psychology to Become the World's Biggest Streaming Platform

With Tim Hyde, a Fixer, leading Keap Certified Partner, business growth strategist, and an authority in sales and marketing automation for small businesses in Australia. Tim co-founded one of Australia's first social media sites in 1999 pre-dating Facebook by 5 years, and spent much of the 00's educating people on how to get the most out of the emerging digital marketing landscape. He has since moved on to help businesses convert more of the attention they create from their marketing efforts and since 2014. He has worked with more than 1000 business owners in 37 countries to help them optimize their sales and marketing strategy with a particular focus on CRM, sales lifecycle and marketing automation. Tim brings your Digital Marketing to the next level. He also founded Win More Clients to help coaches, consultants and business owners create a leveraged, fast track to business growth. He provides business leaders with the advice, support, and tools needed to achieve more time, money, and freedom. In this engaging episode, Tim shares some secrets and tips on sales and marketing that would lead your business to a success, considering a major portion of your business focuses on this area. He also shares how social media platforms shift the way we interact with people and our business. You will hear about Tim's journey to how he shifted from using Yellow Pages as his way of advertisement to online marketing, how our focus on advertising channels differ from before to now. And you do not want to miss his thoughts on building relationships as the main core of marketing. To listen to our podcast and access the show notes, visit us at legalwebsitewarrior.com/podcast

Thank you so much for listening to the Choice Hacking podcast. Today's episode was brought to you by my newest Choice Hacking Academy course, "How to Win More Clients (with Science)." 

Thank you so much for listening to the Choice Hacking podcast. Today's episode was brought to you by my newest Choice Hacking Academy course, "How to Win More Clients (with Science)." 

Thank you so much for listening to the Choice Hacking podcast. Today's episode was brought to you by my newest Choice Hacking Academy course, "How to Win More Clients (with Science)."Click here to learn more and join the course (you can save 50% off the price of the course when you pre-order it before January 21, 2023)✅Join my free newsletter✅Buy my book (or audiobook), "Choice Hacking: How to use psychology and behavioral science to create an experience that sings"✅Learn more about Choice Hacking's consulting arm and how we can help you grow you business  this yearINSTAGRAM/TWITTER/LINKEDIN: @choicehacking//SOURCES: Choice Hacking, The Psychological Failure of New Coke

How to avoid ever getting another client from hell again

How to avoid ever getting another client from hell again

Conversation with Bill Cates, a client acquisition expert, a Hall of Fame speaker, a CSP, an entrepreneur, the founder of The Cates Academy for Relationship Marketing, and the author of three bestsellers on referrals as well as the author of “Radical Relevance:  Sharpen Your Marketing Message, Cut Through the Noise, Win More Ideal Clients.” Episode on Website

Whether we want to attract more clients, grow our teams with A+ talent or win more investment partners, our marketing presentations are an important aspect of growing a dominant real estate business. They allow us to enforce our brands, present a consistent message, and most importantly, showcase how we can help people achieve their goals. How do we dial in this important piece of marketing? In this episode, we're talking about the 3 presentations you need to have in your quiver as the leader of a team.  Three Things You'll Learn In This Episode- How presentations do a lot of heavy lifting for our brands Can our marketing presentations provide more leverage to our teams and help us scale? - How to start a business relationship on the right foot How do presentations set the tone for the relationships we'll have with clients, agents and investors? - Why presentations increase conversions Why is it so important to create something that emphasizes all the things we discuss in person?

Delivering bad news to current clients is an art. So is uncovering bad news from your prospects. In fact, the best and most wealthy insurance agents out there are typically the ones best at advising their current clients on industry trends, and uncovering pains/problems with their competition.  In this episode of the Millionaire Insurance Producer podcast, host Charles Specht will explain how to do this for better client retention and for winning more signed Broker of Record Letters from your prospects. Episode Highlights: Charles explains that giving bad news and uncovering bad news are critical aspects of building a $1 million or more book business since it all comes down to winning and retaining clients. (3:30) Charles discusses why delivering bad news to current clients is challenging. (9:21) Charles explains the three most important strategies for maintaining a strong and loyal relationship with current clients and how to deliver bad news and get good results. (11:39) Charles mentions that insurance agents must handle renewals in a very planned and strategic way in order to be considered an advisor. (17:20) Charles believes that being able to spot pain is one of the most significant things insurance agents can do to win new clients. (24:54) Charles discusses the significance of taking advantage of the hardening market in order to make more appointments and win more Broker of Record Letters. (25:36) Charles encourages insurance agents to focus on being professional advisors in delivering bad news to current clients and becoming expert persuaders by identifying their pain points and issues with their present agents and then informing them about the superior services. (28:53) Key Quotes: “Delivering bad news and uncovering bad news are very, very important aspects to building a $1 million or more book business, because it all has to do with being successful at winning and retaining.” - Charles Specht “You need to make sure that you are handling your renewals in a very structured and strategic way so that you are indeed an advisor and not necessarily someone who is quasi unethical when it came down to delivering that bad news.” - Charles Specht “If there is one thing that will ensure your prospects start to meet with you and maybe consider options and even consider doing business with you is if you somehow were able to give them the information that it's likely their insurance rates are going to be increasing significantly, because that's what's happening in the rest of the marketplace across the United States of America and beyond. “ - Charles Specht Resources Mentioned: Reach out to Charles Specht Permission Network Insurance Agency, Inc.

There's a tendency to discount your price in order to get ‘quick wins, land more customers or keep existing customers happy. But there's a better strategy to win more clients—using value-added incentives. Marco Torres believes that value-added incentives such as complimentary travel packages beat price discounts. He joined me on the latest episode of the Go For Launch podcast. Marco is the founder of Marketing Boost, which has helped thousands of business owners worldwide boost sales and scale their businesses by as much as 5-fold through the use of incentive-based marketing. And his Facebook group is home to more than 28,000 active business owners who are raking in sales with his advice and amazingly affordable subscription program. During our interview, my brain was spinning with effective ways to use Marketing Boost. I hope you'll get a lot of value out of our conversation and check it out.