Apr 20, 2022
On today’s episode, the Founder of Windows of Opportunity and the Logic Trac system joins us to discuss how he’s helping advisors increase their revenue and how they can change the lives of their clients in a positive and impactful way. Coach Bill started Windows of Opportunity to teach advisors about marketing, lead generation, and growing their business.
His mission then expanded with Logic Trac, which helps individuals make logical decisions in the emotional field of investing and financial services. Engaging clients should be about using logic instead of fear or strong-arming. Join us today as we explore using facts and logic within your sales process to improve lead generation and business growth.
Learn more about Logic Trac: https://www.logictrac.net/
1:58 – Favorite food dish?
2:40 – Windows of Opportunity and Logic Trac
6:39 – Language in marketing materials
9:45 – Facts and logic in sales
13:53 – Checklist exercise
18:36 – Process is critical
21:54 – Our definition of critical
25:45 - Getting commitment at first appointment
32:00 – We are not losing people
35:14 – Coaching and strategic partnership
40:53 – How do you get involved?
44:22 – How to get in touch directly