With Guest Expert Shauna Mace
Do you have a formal process in place for following up with new leads? It takes a lot of energy to figure out how to approach someone new. What do you say to them? How many times do you follow up? How do you follow up? Phone? Email?
It can be exhausting—and it’s definitely not a process you want to create from scratch each time you get a new lead. You want to have it on autopilot so it’s done for you every single time.
That’s why I’m so excited to bring on a special expert guest, Shauna Mace. Shauna is a Growth Consultant, Certified High-Performance Coach (CHPC), and founder of Inspire Growth—a company that helps advisors gain the skills, confidence, and processes needed to convert leads into prospects, prospects into clients, and clients into lifelong advocates.
In this exclusive webinar, Shauna and I walk you through:
- 10-step sales process to perfect sales
- How to identify the bottlenecks in your sales process
- What to include in the perfect follow-up email
- How many times you should follow up with a lead
- How to increase conversion rates for leads
- How to leverage technology to close sales
- CRMs you can use to automate the process
As a financial advisor, you invest so much time, energy, and money into getting new leads. This webinar shows you how to create a 10-step sales process that converts at the highest possible level with the least amount of time and energy required.
Register now to save your seat—and stick around to the end to find out how you can learn more about Shauna and get a free strategy session with our team.
Claire Akin runs Indigo Marketing Agency, a marketing firm serving top independent financial advisors. Claire is a former Investment Advisor Representative who holds her MBA in Marketing from the Rady School of Management at UC San Diego as well as a BA in Economics from UC Davis. It’s her goal to help specialist advisors target their ideal prospects with content marketing.
Shauna is a Growth Consultant, Certified High-Performance Coach (CHPC), and founder of Inspire Growth. Her passion is to help businesses and individuals grow in scalable and sustainable ways. Shauna has 16 years experience working in financial services and graduated from Villanova University in 2005 with a bachelor’s degree in Political Science. She completed the Co-Active Fundamentals coaching training in 2020 and the High-Performance Institute, High-Performance Coach Certification in 202