Andrew Min, a financial advisor and Wealth Management specialist at John Blake Financial Solutions.

I was going through a client’s prospect list with them this morning and noticed that they had about a dozen new leads in their pipeline.

I have been helping them to connect with their dream clients using the contact power pack strategy but we have also been looking at other ways to create higher levels of sales within their business.

Anyway, as I noticed all these new clients in the pipeline I realised that having put the client re-engagement strategy into practice that we talked about in the previous session they now had 12 new leads that were interested in doing some fresh business.

So what did they do?

Well for a start they had used the contact power pack to get the attention of two new high end clients that they now had appointments with. (from 10 that they sent out which is a pretty high conversion rate when you compare it to cold calling which
will typically give you about 2% conversion)

But secondly, in the previous session we ran we constructed a great, relevant conversation they could have with their existing clients that would open up the opportunity to do some more business.

So why do I bring this up? 2 reasons…

firstly, I wanted to give you a real life example of how the direct to corporate strategy works with the clients we run it with
secondly I wanted to re-iterate that so often we forget or at least temporarily overlook the rich source of business that is sitting right under our noses.

My suggestion for you this week?

Have a look at what you could call and share with your existing or past clients that is 1. relevant and 2. topical for them and that 3. would add value

Make 20 calls this week and have a conversation that ticks these three boxes and I guarantee you will have some new business by the end of next week.

Colorful ebook cover with title 'John Blake: The Autobiography' and author name.

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