Recently I heard from Marvin Mitchell speak at the Jolt Conference about creating that quality of life as an advisor. I know many of you have heard the phrase before, “Work hard, play hard,” and Mitchell has been able to establish that in his practice by creating a process that works. His process takes the burden off of his team because he got to the point where he was bringing in 200-plus leads at a time!
I know you’re familiar with questions like: How do I know which leads are really going to be qualified and which aren’t? And what do I do with those leads when I get them?
With an overall process that feeds into the same funnel, Mitchell was able to automate so many different aspects of his marketing, especially when creating various types of content. He is only going to recommend one thing—and that’s his toolkit.
So whether he’s on a radio ad or he’s sending something via social media, he says, “Connect with me if you want a copy of my toolkit.” Then he has a whole plan of how he’s going to filter through these leads and decide, “Am I going to send a physical copy or a digital copy?” Is my team going to follow up three times? Are they going to follow up seven times?
So I would really encourage you to come up with a plan that works for you and your team when you get those leads, so you’re not overwhelmed and you can increase your business—not by two times, but by 10 times.
If you want to find more information on content strategies or how you can automate services, please reach out to me and my team.
We would love to help you level up your marketing this year. If you’re ready to get started, schedule a free strategy session right now!