Ep 26: Facts and Logic in Marketing and Sales

Advisor Development Show with Karl Hoover

Apr 20 2022 • 48 mins

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