“‘All of a sudden we got all of these different clients from different places in the country… we could operate online’”

Leslie Silverman · Smart Agency Masterclass with Jason Swenk: Podcast for Digital Marketing Agencies · Why Being a Category of One Is Your Best Defense Against AI Commoditization with Leslie Silverman | Ep #935

Play from 6:36
6:36

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What was described

Leveraged COVID-era shift to online work to attract clients nationwide, removing the need for a brick-and-mortar office

Said nearby on the same subject

“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.”
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Hard number 25% conversion → need 4 calls to land 1 client; 40 calls for 10 client… Share this moment
“We basically remove all commissions across all products altogether… clients can actually go and buy and sell products from our competitors”
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Schwab Asset Management
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“We removed them from all of the BS. Totally. The recruitment, the university trip. You don't need to attend all hands and all these things so you can be heads up, which actually, by the way, works so much better than adding people.”
♫
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“We used to spend 80% of our time getting ready for the 20% of the time we were actually with our clients, that needs to flip. And 20% needs to be prep. 80% needs to be with the clients”
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How they work 80%; 20%; 20%; 80% Share this moment

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