In this invigorating episode of the Lead Conversion Behind the Scenes podcast, hosts Valencia and Robby T delve into the intricacies of effective goal setting, a timely topic for anyone looking to boost their lead conversion rates and achieve financial success. They dissect the common tendency in the industry to focus solely on financial targets and introduce listeners to a more structured, sustainable approach to goal setting.

Throughout the episode, Robby T shares insights from the influential book, "The Four Disciplines of Execution" (4DX), emphasizing the importance of transforming financial goals into actionable, leading indicators. By breaking down large objectives into manageable daily tasks, listeners learn how to create lasting change in their professional pursuits. Valencia underscores the importance of understanding one's "why" behind setting goals, reminding listeners that emotional motivations drive real action and commitment. In this engaging discussion, both hosts stress the value of accountability, urging listeners to seek support as they strive for their ambitions.

• "Logic makes us think and emotion makes us act." - Robby T
• "If you're focused on five or six different things, you're focused on nothing." - Robby T
• "It's easier for [us] to hold ourselves accountable than our bank accounts to hold us accountable." - Jordan (via Valencia)
• "You have to align your goals with your priorities to help you make the best decision for your future self." - Valencia
• "Having someone in your corner that reminds you of what you're capable of…is oftentimes the thing that keeps you going." - Robby T

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Connect with Robby and Valencia:

 • Robby T on Instagram: linkhttps://www.instagram.com/realrobbyt/

• Valencia on Instagram: linkhttps://www.instagram.com/itsvalenciayall/

Part of the Win Make Give Podcst Network

Valencia and Robby T dive into effective strategies for uncovering valuable opportunities in your CRM. They debate the merits of sniper versus shotgun approaches to lead conversion, stress the importance of behavior tracking, and discuss the need for a refined follow-up system. Highlighting the pitfalls of focusing too much energy on low-value leads, the duo offers practical advice on prioritizing efforts and automating nurturing. They underscore the significance of adding value offerings, cautioning that these should complement, not replace, active engagement. Tune in for their expert tips on turning your CRM into a goldmine.

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Connect with Robby and Valencia:


• Robby T on Instagram: linkhttps://www.instagram.com/realrobbyt/

• Valencia on Instagram: linkhttps://www.instagram.com/itsvalenciayall/


Part of the Win Make Give Podcast Network

Valencia and Robby T explore the art of converting future leads into immediate clients, discussing strategies to overcome common objections like "I'll wait till next year" or "after the holidays." By emphasizing the importance of asking the right questions, gaining clarity, and challenging misconceptions, they provide listeners with tools to shift client timelines.

Their conversation underscores understanding motivations, offering to nurture follow-ups, and handling objections with empathy and insight. Whether dealing with emotional reasons or misinformation, this episode equips listeners with practical techniques to move leads into action.

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Connect with Robby and Valencia:
• Robby T on Instagram: linkhttps://www.instagram.com/realrobbyt/

• Valencia on Instagram: linkhttps://www.instagram.com/itsvalenciayall/

Part of the Win Make Give Podcast Network

Part of the Win Make Give Podcast Network