“Ask happy customers… put the link in a text message, follow-up email, invoice or QR code; the fewer steps, the more people will actually do it.”
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Nick Ibello · Financial Advisor Success · Optimizing A $160M AUM Solo Practice For Client Impact Over Scale with Nick Ibello
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use Advice Pack in the follow-up email to outline next steps and payment
“Ask happy customers… put the link in a text message, follow-up email, invoice or QR code; the fewer steps, the more people will actually do it.”
“I did less than 10 calls, emails, like email, call, follow up or call email, and had a company within those first 10.”
“If you get asked, say, two questions, one's a legal advice question, one's a commercial advice question, perhaps answer them as separate emails. One, so this is legal advice, this is privileged. And two, here's my answer to your commercial question.”
“Prepare outline every week faithfully and then I'm praying that outline into my heart I'm up on Sunday morning I'm praying that outline into my heart”
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