A Tim Ferriss idea hit differently this week, because it turned out to be about me. Last week I got 30 minutes on a franchise network's morning call. 40 owners on the line. Three of my clients spoke about their agents, and one of them books about 40 appointments a month through hers. Owners who asked for a meeting afterward: one. My best guess at why: owners are buried in the day. The next customer wins, new tech reads as risk, and handing a stressed caller to software feels like giving up control. The bigger lesson was for me. Tim Ferriss recently revisited his D.E.A.L. framework for AI, and his point is that Definition and Elimination come before Automation. I had built a solid agent and skipped that work on my own follow-up. The call ran out of time before my ask, and I had no way to reach the other 39 afterward. Next time the ask goes in before my clients speak, not at the end. Longer version on LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:7523444698288668672/ Question for the group: when you have pitched a room of busy owners, what got them to take the next step?

Clegg shared some excellent prompts for our call today to help us finish the year strong. I put these on a slide deck to facilitate our meeting. Looking forward to discussing this with you.

I decided to go back and answer the journal prompts we did during the call yesterday. Sharing my answers here as accountability to myself to answer them.

This coming Wednesday, I will send a post announcing my new book will be available soon. I would appreciate any followers and sharing of the post. I've included links to my LinkedIn, Facebook and Instagram page below (hopefully they work). Thank you in advance for your continued support Instagram (8) Ludwig Wealth Management: Company Page Admin | LinkedIn (20+) Facebook

Wrote up the physics argument for why missed calls are not a staffing problem. What triggered it: a party of six called one of my client's agents last week. Six appointments back to back, two and a half hours. The agent booked the whole thing. A human at the front desk with a customer in the chair does not take that call. That's the part I keep coming back to. The biggest bookings are exactly the ones a busy person can't answer. https://www.linkedin.com/feed/update/urn:li:activity:7492986352397930496/ Curious what the rest of you see: what's the largest or most complex booking one of your agents has handled end to end?