“I’d like to invite you to become our newest client. Will you accept my invitation?”

Chris Smith · Financial Advisor Success · Winning Clients And Moving 'Upmarket' By Being Confident In Telling Your Value Story with Chris Smith

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What was described

End meetings with a direct invitation: “Would you accept my invitation to become our newest client?”

Said nearby on the same subject

“Instead of asking if they have any questions, I’ll just become your client. … make it really easy. Hey, will you accept my invitation?”
CS
Chris Smith
Financial Advisor Success ·
Growth tactic Share this moment
“When someone invites your brand or you invite their brand to collab… that piece of content is showing up on both grids”
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Elizabeth Marberry
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“Treat the invitations on your website like you were treating a barbecue invitation and far more people will get in touch with you”
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Bob Gentle
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“People do not get invited back to elite circles because they take great notes. They get invited back because they take the advice on Friday and generate $100,000 with it by Monday.”
PA
Paul Alex
The Level Up Podcast w/ Paul Alex ·
Hard number $100,000 Share this moment

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