The Efficient Advisor: Tactical Business Advice for Financial Planners

021: How To Follow Up Without Sounding Desperate (Using a Nurture Sequence!) with Guest Olivia Luper


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Looking for a technique to follow up with prospects that doesn’t feel icky or desperate? Well, today is all about exactly that.  Enter: The Nurture Sequence.  

Today I am talking with marketing expert Olivia Luper and we are going to get into how to follow up and create more inbound calls.  


In this episode  you will learn:

  •  What is a nurture sequence?
  • What is the anatomy of a well-crafted & effective nurture sequence?
  • Tips & Tricks to improve your response rate. 
  • Do’s and Don’ts of creating captivating copy  
  • AND - Olivia shares   AN EXACT SCRIPT  for your first email in the sequence… the confirmation email! This alone is pretty fantastic. 

I may, or may not, geek out a little about how this email sequence can occur while you’re sleeping, hanging out with family, or volunteering. The Lord knows how much I love automated systems.   I hope you enjoy this episode and I’d love to see how you implement this in your business!

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From Today's Episode:

Get on the Group Coaching Waitlist to learn more!

You can connect with Olivia Luper on LinkedIn here.

You can visit Olivia's website here for more information on her services.

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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