There’s one strategy you really *need* to implement to build a sustainable (and fun, and profitable) business…
And it comes down to how you get new leads.
See, if you’re only meeting new people because you reach out, you’re basically jumping on a hamster wheel that you kinda can’t ever jump off.
If it’s all up to you to get new leads,
-- You have to constantly call people,
-- You have to constantly email people, and
-- You have to constantly follow up to book people on your calendar.
It’s exhausting, no?
And if you’re only getting leads this way, your success becomes all about how hard you work (which makes it really, really hard to scale your business).
Fortunately, there’s one strategy that lets you hop OFF the hamster wheel (and land directly into a beach chair with a Pina colada in hand lol).
The strategy?
Getting inbound referrals.
Wouldn’t it be nice to get INBOUND referrals – of people who are actually EXCITED to work with you?
Like - think about it. A client emails you and introduces you to their friend.
Their friend is like “YES! I can’t wait to chat with you!”
They book a call immediately.
There’s no chasing. No following up. No pressure.
It’s really, really nice.
So, how do you actually GET inbound leads?
You use The Inbound Lead Email Template
Over the past 7 years, I’ve been using this single email template in my financial planning business to get inbound referrals.
If you want to start getting your clients to refer you business, this is for you.
You can now grab my Inbound Lead Email Template now for only $7.
It’s cheaper than your favorite Starbucks drink, and it’ll make you a lot more money (although it won’t make you as caffeinated lol)
What You Get:
After you "Complete My Purchase" you get IMMEDIATE access to the The INBOUND LEAD EMAIL Template. (It will be sent via email)
Who this is for:
✅ Financial Advisor, Financial Representative, Insurance Advisor, Wealth Management Advisor, etc.
✅ You focus on AUM, insurance, or free-based planning
✅ You want a completely done-for-you email template to copy & paste & get inbound referrals.
IMPORTANT: Make sure to "subscribe to my email list" upon completing your purchase to receive your welcome email, get access to the program.