In addition, every time you meet someone, whether that is from networking or through a referral or when someone hears you speak, you will know they will get followed up with, instead of lost in a black hole of your own inefficiency.
You will easy send follow up campaigns and remain top of mind and get hired.
Once someone inquires about your services, you know they will get properly tracked and followed up with. And you will know that everyone who books an appointment will come in for a Family Wealth Planning Session ready to engage your services, and then when they do, they will get communicated with, automatically, so they become raving fans.
And, when you are ready for your membership program, you are able to roll it out without a hitch, and keep your membership clients happily well served and easily paying you.
Plus, if you are ready to host regular virtual presentations, you’ve got everything you need to do it lickety-split.
Perhaps this will have you feel even more confident about how good it will be.