Guides/By the founder of NudgeNow
Practical, field-level guides on getting clients, following up without being pushy, booking more Clarity Calls and keeping clients for years, written in plain English for advisors working the Philippine market, by the founder of NudgeNow.
Where new clients come from once the warm market runs thin: the 100-name list, referrals you actually ask for, and a quiz link that turns a Messenger chat into a booked call. The hub guide on getting clients in the Philippines is the place to start.
2 guides · How the client funnel works
Most policies are lost in the silence after the proposal. What to send when a client goes quiet, how often to check in without being pushy, and the birthday and policy-review touches that keep a client for years instead of one term.
1 guide · What the automatic follow-ups send
Getting a yes to a 20-minute call is the hardest step in the sale. How to offer times without the back-and-forth, what a booking page needs to say, and how to cut the no-shows that eat an evening.
Whether an advisor needs a website at all, what a one-page site should say, and how to look credible on Facebook and Messenger when a prospect checks you out before replying.
1 guide · What the website gives you
What a CRM, a funnel builder and a scheduling tool really cost an advisor in pesos, which of them you need at 20 clients versus 200, and when a spreadsheet is still fine.
Side-by-side looks at GoHighLevel, funnel agencies and the other tools advisors get pitched: what they cost, who they fit, and where NudgeNow is and is not the better choice.
A website, a client funnel and automatic follow-ups for Filipino financial advisors, live in minutes, free for 30 days, then ₱599 a month.