Should you include planning tips in your follow-up emails?
When is the right time to start sharing helpful advice with prospective clients? Could offering planning tips too soon be hurting your response rate, or does it add value and set you apart? In this episode, I dive into how to balance giving value with keeping your follow-ups focused and effective, plus ways to make your content truly helpful—without coming off as salesy or overwhelming.
Listen to this new 7-minute episode for practical strategies to make your follow-ups more engaging, add genuine value, and strike the right balance between being helpful and closing the sale.


















