Case Study: Lim Jia Hui
Passive Leads From IG
Company: Prudential
Industry Experience (First joined) : 3 years
Background
Jia Hui heard about us through our direct messages and although she was skeptical, she hopped on a call with us. At that point in time, she felt lost and confused after 3 years in the business. Amongst other things, the biggest thing that she was worried about was the sustainability of her business. There was no system, no structure at all.
The Process
Based on our coaching calls and training, Jiahui decided to go with the social media route and took her big step in posting content on social media, despite her being uncomfortable at first and skeptical of whether will it work or otherwise.
After a few weeks, she started to have passive leads, and people DM-ing her about insurance and other financial planning products. She was very shocked as she didn’t think that it was possible to get appointments from social media. Moreover, as she was 3 years in the business, we doubled down into building a strategy revolving around her existing clients, and coaching her on how to value add to her clients, before proceeding with more cross-sells/up-sells & getting referrals.
The Results
Jiahui not only receive passive leads from social media, but also have people DM-ing her saying that they resonate with her stories and posts. Because of her market knowing her and resonating with her as a person, her closing ratio was significantly higher as well because of the trust that was already built beforehand. Using our sales framework, she even closed 2 cases of $9k Regular Premium!
“.. I would definitely recommend 2xYC (now known as Authentic Advisory Systems) to all the FCs out there who is feeling lost, confused, and wanting to try a new way of doing prospecting”
Jiahui not only receive passive leads from social media, but also have people DM-ing her saying that they resonate with her stories and posts. Because of her market knowing her and resonating with her as a person, her closing ratio was significantly higher as well because of the trust that was already built beforehand. Using our sales framework, she even closed 2 cases of $9k Regular Premium!
“.. I would definitely recommend 2xYC (now known as Authentic Advisory Systems) to all the FCs out there who is feeling lost, confused, and wanting to try a new way of doing prospecting”
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