“If you get a 25% conversion rate… if I want one new client… I just have to call… four clients. If I need 10 new clients… 40 potential clients.”
PL
Preston Lee
Freelance to Founder ·
“If the answer is no, then you were never buying an investment. You were just trying to save tax.”
Riley Jan · Geared for Growth Property Investing Podcast · Ep. 352: What Comes Next If The Old Investing Playbook Is Dead, with Riley Jan
Play from 22:01
22:01
Audio streams from the publisher’s own feed. Verbatim does not host or copy it.
What was described
Ask clients: "Would I buy this asset if the tax deduction didn't exist?" to test if investment is genuine
Said nearby on the same subject
“One of my most favorite things for client service is just using Otter transcripts, which we may migrate to zoom, getting so many insights around what clients are asking for sentiment of clients.”
RH
Ross Hudgens
The SEO Podcast: Page 2 Podcast ·
“If your client is a very high income earner ... using 90 as a base case, you're going to want to test something higher”
SL
Spencer Look
The Long View ·
“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 ·
Moments like this, every Monday
The strongest new moments on your topics, in the speakers' own words. Free for three topics.
No card. No password. One-click unsubscribe.
Track a competitor?
Pro watches up to 25 names or phrases and emails you the morning after they are said.
See Pro, $29 a monthVerbatim quotes a short extract and links to the episode; the episode belongs to its publisher. Remove a show.