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Client Acquisition Mastermind
Public • 12 • $499/m
7 contributions to Client Acquisition Mastermind
2d ago in
1st from Cold to Gold session is complete
Amazing conversation. There was so much good stuff there. We could have kept going for another 3 hours. Please add any additional questions in this thread
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New comment 2d ago
1 like • 2d
Just what I needed!
1 like • 2d
@Andy Cosby for sure.. today’s discussion really challenged me to reflect on how I’m responding. Great stuff!
3d ago in
PLAN TO BE at tomorrows "Cold to Gold" training
Learn how to confidently start conversations, build instant rapport, and create genuine interest on every call. This training provides a simple framework to overcome objections, tailor your message, and make every outreach meaningful and impactful. Make sure to add it to your calendar and attend the sessions you can. Or even invite team members to join you.
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New comment 3d ago
1 like • 3d
Looking forward to this!
4d ago in
Software/System
What are the two biggest software/systems that everyone uses in their practice?
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New comment 3d ago
2 likes • 3d
My IMO provides retirement planning software/CRM which has been great for creating reports and running projections. I also use Jucebox for their retirement forecast worksheet. It's just an excel spreadsheet that runs retirement calculations and projections. It's really simple and easy for the prospects to follow along and make changes while going through their numbers.
7d ago in
Garrett's Highlights
- Have the initial meeting go through a plan - Estate Planning - Seminars - Having an assistant make the calls (used Andy to help book the calls) does an annual bonus with the assistant and pays her hourly - GE20 my Referral code for Wealthfeed (20% off indefinitely)
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New comment 5d ago
2 likes • 7d
@Garrett Engman had a meeting with Wealthfeed today. I'm going to start utilizing them in my practice. Thanks for sharing!
1 like • 5d
@Garrett Engman Yes Garrett let’s connect soon. I’d like to learn more about your strategies and the tools you use.
5d ago in
Free books!
The free books in classroom are a great resource. The video summaries makes it easy to consume the key points of the books. Just finished Supercommunicators. Will be implementing what I learned with clients and prospects in the coming weeks.
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New comment 4d ago
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@brooks-lindblad-9367
Located in eastern NC. I help folks achieve their financial goals.
Active 2m ago
Joined Nov 20, 2024
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