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Hi Reader, A founder recently asked me: In a lot of traditional finance, I see the classic story of investment banker chasing their client all over the place. Like "Hey, just checking in, checking in with you."
It sort of seems to work, but I keep trying to find a more connected, VIEW-based version that isn't coming from this desperate: "I really want you to write me back" place.
Your sales funnel never seems to chase anyone, yet it works amazingly. How?
It’s a fair question. Chasing feels like effort, like we’re “doing something.” But in practice, it erodes connection. Clients can feel the subtle desperation. Anybody who’s ever dated knows how this works. We see it everywhere, from job interviews to schoolyards. You’re less attractive when you feel the need to chase. On the other hand, if I have a conversation with someone with the priority of connecting with them, I will always end up finding out what their biggest problems are. My conversations when I was an investor weren’t about “just checking in.” They were direct offers of help with the very problems my clients cared about most. I rarely had to ask for a call, and when I did, I asked for it directly rather than dancing around my wants. This approach works across industries, from real estate finance to coaching. Why? Because humans are wired to value what helps them move forward. Here are a few other principles to keep in mind:
Big Love, Joe This newsletter is brought to you by The Council. |
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