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S3 E4: Facts and Logic in Marketing and Sales

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Manage episode 326134217 series 2817726
Content provided by Karl Hoover. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karl Hoover or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

On today’s episode, the Founder of Windows of Opportunity and the Logic Trac system joins us to discuss how he’s helping advisors increase their revenue and how they can change the lives of their clients in a positive and impactful way. Coach Bill started Windows of Opportunity to teach advisors about marketing, lead generation, and growing their business.

His mission then expanded with Logic Trac, which helps individuals make logical decisions in the emotional field of investing and financial services. Engaging clients should be about using logic instead of fear or strong-arming. Join us today as we explore using facts and logic within your sales process to improve lead generation and business growth.

Learn more about Logic Trac: https://www.logictrac.net/

TIMESTAMPS:

1:58 – Favorite food dish?

2:40 – Windows of Opportunity and Logic Trac

6:39 – Language in marketing materials

9:45 – Facts and logic in sales

13:53 – Checklist exercise

18:36 – Process is critical

21:54 – Our definition of critical

25:45 - Getting commitment at first appointment

32:00 – We are not losing people

35:14 – Coaching and strategic partnership

40:53 – How do you get involved?

44:22 – How to get in touch directly

MORE INFORMATION:

https://advisordevelopmentshow.com/

  continue reading

47 episoade

Artwork
iconDistribuie
 
Manage episode 326134217 series 2817726
Content provided by Karl Hoover. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Karl Hoover or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

On today’s episode, the Founder of Windows of Opportunity and the Logic Trac system joins us to discuss how he’s helping advisors increase their revenue and how they can change the lives of their clients in a positive and impactful way. Coach Bill started Windows of Opportunity to teach advisors about marketing, lead generation, and growing their business.

His mission then expanded with Logic Trac, which helps individuals make logical decisions in the emotional field of investing and financial services. Engaging clients should be about using logic instead of fear or strong-arming. Join us today as we explore using facts and logic within your sales process to improve lead generation and business growth.

Learn more about Logic Trac: https://www.logictrac.net/

TIMESTAMPS:

1:58 – Favorite food dish?

2:40 – Windows of Opportunity and Logic Trac

6:39 – Language in marketing materials

9:45 – Facts and logic in sales

13:53 – Checklist exercise

18:36 – Process is critical

21:54 – Our definition of critical

25:45 - Getting commitment at first appointment

32:00 – We are not losing people

35:14 – Coaching and strategic partnership

40:53 – How do you get involved?

44:22 – How to get in touch directly

MORE INFORMATION:

https://advisordevelopmentshow.com/

  continue reading

47 episoade

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