Jul 8 • General discussion
I can't stop thinking or talking about this...
As many of you know, five years ago, I published The Upstream Model.
By following this model, not only do you get referrals from other professionals, but you simultaneously elevate your positioning in the marketplace to be a peer to other elite professional types (attorneys financial advisors, tax professionals, etc.).
The challenge that many run into is that by default, most professionals are not good at referring other professionals. That's where for many, The Upstream Model stalls.
Thankfully, my mission to provide a well-paid path for service professionals like you did not stall out there.
Through an incredible partnership with , , and incredible software developers, we are building technology that makes the implementation of The Upstream Model easy, seamless and even automatic...
Technology for the non-technical...
Technology that elevates you as the professional rather than diminishes you...
Technology that gives you what you want: elevated professional status and a steady stream of ideal clients booked on your calendar...
Technology that allows you to work by referral without have to rely solely on your friends and family.
For example... this week we uploaded part of the client databases of one of our early beta testers of the Deep Dive Done for You service. The data set included 288 clients and within that data our tech was trained to look for 9 different scenarios for a professional like you to proactively serve.
In that initial test, we uncovered almost 70 opportunities.
And the really exciting part is... we're now training our technology to expand from searching for 9 different scenarios to over 50 different scenarios. If that math holds true, one client database of roughly 300 clients will produce more than one new opportunity per calendar day of the year for one of our clients to proactively serve their clients.
That's not to mention what will happen when we open the opportunity for you to be tagged in the databases of your professional partners... Imagine how many more opportunities are going to surface.
It's going to be bananas.
In short, I can't stop talking about what we're building because I genuinely believe that, thanks to your support, we our building technology that will change the career trajectory of millions of professionals.
As one of my mentors likes to say: The Future Looks Bright!
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I can't stop thinking or talking about this...
skool.com/proinsight
Everything you need as a relationship-based professional to become a "Modern-Day Advisor," all while building a scalable and sellable business.
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