Week #5: Make it easy to schedule a call with you.

I can't stress this enough.

How difficult is it for someone to book a call with you? Take a moment to consider, if you're using an e-calendar, how many clicks does a prospect have to make to get on your calendar? What about your sales team's calendar? It's crucial to assess your sales process, and one of the first things you should examine is your e-calendar usage.

Remember when we discussed this in week #3 (systematize the sales conversion process)? (Refer back to the e-guide you downloaded for more details). Now, think about how much searching a prospect has to do to find your calendar link. Is it easily accessible on all pages of your website? In general, our patience wears thin if we can't find what we need - quickly! We're on to the next thing, so clean this process up if it's problematic for you.

Here's the kicker: Many financial advisors unintentionally make it challenging for potential clients to schedule a call because they're asking WAY too many questions upfront. At this point, using a dating and marriage analogy, you should be simply asking for a date, not amplifying 'let's get married'. They don't know you yet. Pace yourself.

Let me share a secret with you: simplicity is key. Keep it straightforward. Ask for their name, email, telephone number, why they're reaching out now, and what challenges they're facing in their finances.

My client, Andrea Oliver, a CFP professional and owner of NorthPark Financial Planning in Chicago, IL has a great calendar scheduler process set up. Check it out here: https://www.northparkfinancialplanning.com/?

Her intro calls are 15 minutes, with an option for a deeper dive once fit is assessed. She captures all the necessary preliminary information and lists the range of fees she charges, so the tire-kickers know in advance). She has great success capturing the right data and streamlining her discovery calls.

By streamlining your booking process, you increase the likelihood of converting prospects into clients. Make it effortless for them to connect with you and help take the first step toward financial empowerment.

Why You Need This Resource:

Attracting leads is the cornerstone of a thriving financial advisory practice. "Become A Top Financial Advisor Guide" empowers you with practical insights and proven strategies to not only capture new leads but to convert them into valuable clients. It's time to elevate your business and secure your position.

Download the resource now and take the first step toward achieving fast success, with tested frameworks and processes.

We'll be back next week with an outline on Process #6: Deliver and wow your client onboarding experience. Your path to success begins with a single click. https://atlasparkco.com/ria-learning-hub-for-financial-advisors/