I just published a podcast with my friend Hsin An.
You can check it out here: https://go.bryanang.com/
Financial Advisor Hit MDRT & On Track To COT
In this episode, Hsin An shared his journey as a financial consultant.
Hsin An made a few costly mistakes in his first few years in business:
- Squandering cheap leads, he got from FB ads.
- Working in a saturated market without a solid positioning.
- Wasn’t able to convert leads into sales.
Everything shifted when Hsin An applied this ONE tweak into his business.
Within a short time, he went from failing to meet MDRT (Million Dollar Round Table) to being on track for CoT (Court of Table).
What did Hsin An do?
He applied a Nurturing Process.
When Hsin An worked with me to create a Pre-Frame Process – He noticed that the leads were coming in a lot hotter.
It was worth it, even if he had to pay a higher CPL.
His leads were more open to listening, came in with questions, and were much more receptive to the close.
At the end of the day, Hsin An closed a lot more after paying higher CPL.
However, the biggest surprise was how many people read his material before the meeting and the impact it could create.
Within 3-5 minutes, the lead knows:
- Who Hsin An is – And why he’s qualified to help him or her.
- What Hsin An does best as an advisor – What separates him from everyone else.
- How can Hsin An help? What are the problems or issues that Hsin An can best solve?
This knowledge makes a difference because the lead sees Hsin An differently from every other advisor or consultant out there.
Having a nurturing process is invaluable if you’re working in a highly competitive space.
E.g. Financial Advisory, Real Estate, Digital Marketing or Coaching/Consulting
It will separate you from the pack, especially if others don’t have one.
Here’s an Actionable tip for you:
Think about how you can put together a Pre-Frame Process that converts leads into sales.
You can draw it out with the old-fashioned pen and paper…
Or put together a basic mind map with Notion…
