“We might do a little bit of an inventory and maybe jot down for a week. What are the top 10 messages you're getting about money?”

Wendy Wright · Take Back Retirement · 146: Financial Therapy: The Intersection of Money and Emotions with Wendy Wright (rerun)

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What was described

have clients inventory the top 10 money-related messages they receive in a week

Said nearby on the same subject

“They’re able to check if clients have sent emails, generate Facebook posts, match inventory orders… we saved them about 15 hours a week.”
♫
Said on Build With AI
Automation Share this moment
“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 ·
Hard number 25% conversion → need 4 calls to land 1 client; 40 calls for 10 client… Share this moment
“I have a belief in that of mutual benefit... Our partnerships are beneficial. Our clients have benefit. We receive benefit.”
♫
Said on Build a Better Agency Podcast
Why it worked Share this moment
“We can create a retirement paycheck... they can actually receive more money every two weeks in their bank account than they did while working”
CG
Cody Garrett
ChooseFI | Financial Independence Podcast ·
Why it worked Share this moment

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