Skip to main content

4 Pillars

I hope you had a great month of June. Today we start the third quarter of 2024. As we are halfway through the year it is a good time to ask yourself are you where you wanted to be when you made your goals on January 1? I speak with many brokers daily who are still trying to take shortcuts by finding stolen data and purchasing full packages from rogue lead brokers that are selling these leads over and over. During my 30-year career in sales from selling stocks, to selling stock market newsletters and data I have realized It’s never too late to change and establish new habits. I wrote this article using some of my own experience from having an iso shop back in 2012 and from the feedback that I get from the many iso teams that I speak with daily. Read this post if you are interested in seeing what some of the top teams in the industry are doing that fund 15-20 million dollars a month. Many of the things that I discuss in the 4pillars are obvious and brokers know them already but if they’re done day in and day out, you’ll look back at the end of this quarter and next quarter and you’ll see a significant change in your funding numbers

SMS Marketing

There still seems to be a challenge for many iso teams in finding the right text messaging platforms. Many teams are using Cherry SMS. I actually did a test campaign with Cherry SMS last week, so I was able to speak about the service firsthand. My experience was that deliverability was very poor and customer service was not able to provide any answers, so I am not sure this is the answer. One of my clients was using Easify last week. I have not used the service but it’s another option to Cherry SMS that iso teams are using and are able to get their text messages delivered. Take a look at the service, do your homework and see if it might be right for you.

Fourth of July Break

Over my 30 years in sales from being a stockbroker to selling stock market newsletters to being one of the leaders in the MCA lead generation industry I have always looked at the Fourth of July week as an opportunity to take my foot off the gas and rest. I realize now at 57 years old this is not the proper approach if I hope to achieve my goals. Slowing down this week is not an option. I will takeoff July 4 but plan to be active the remainder of the week. I have daily, weekly, and monthly goals and a few days off during 4th of July week will be a detriment to hitting them. I hope you feel the same and have a highly productive week!