What if you could improve your client conversions by focusing on those hidden opportunities in your sales funnel?
Join Kristin Harad as she unpacks how to fine-tune the journey from attracting a lead and onboarding a client.
She shares her four-step system to nurture lead, and accelerate the conversion process. It’s all about engaging clients at each step while avoiding common pitfalls.
Kristin discusses:
The significance of the lead-to-client conversion funnel
Four key steps in your follow-up marketing system
The role of lead magnets and nurturing
Strategies for personal communication and engagement in the prospect experience
Tracking and learning from data might seem intimidating, but it holds the insights that can propel your growth.
What if instead of fearing it, you looked at the story your data tells?
In this episode of Full Advisor Coaching, Kristin Harad sits down with Erica Pauly, founder of Track That Advisor, to explore how understanding and leveraging measurements can help you achieve your goals. With a focus on growth strategies for financial advisors, Erica reveals how to make tracking fun and valuable, digging into the metrics that matter and how they can help you create version 2.0 of your RIA.
Discover how to be the protagonist in your data story and harness the power of numbers to inform your business development efforts, increase efficiency, and enhance your client experience.
Kristin and Erica discuss:
Measurements such as stick rates, close rates, and average case sizes
The importance of follow-up and how timely communication shifts the outcome of the prospect story
Defining who a qualified lead is to ensure effective use of marketing resources, especially across teams
Strategies for engaging existing clients and generating revenue through client referrals
How to use data to make informed decisions about hiring, marketing, and pricing
Erica Pauly graduated from Colorado State University with a Bachelor’s Degree in Rhetoric and Composition. She is an avid runner who enjoys running half marathons and the occasional full marathon. She resides in Gilbert, AZ with her husband (Brent) of 15 years, son (Triston), and daughters (Fiona and Eden).
When she’s not staring at and analyzing data sheets, she can be found outside while homeschooling her three children. She believes that nature and literature are the best teachers of all and that play, wonder, and curiosity are the baseline to growth understanding, problem-solving, and work ethic (after all, that’s how Track That Advisor began in the first place…a healthy dose of wonder and curiosity). The Paulys are active members of their local church and have a huge heart for missions, both overseas and local.
