Norman Chait is the founder of Nardis Advisors, a fee-only fiduciary advisory firm specializing in serving U.S. expats, with a particular focus on Israel. Over the past few years, Norman and his team have helped dozens of U.S. Olim navigate the financial complexities of their move, ensuring a smooth transition to life in Israel.
Norman wanted to reach more of his ideal clients- U.S. retirees making Aliyah—while also nurturing the cold leads he generated through social media and webinars. Additionally, he had an email list of subscribers that he wanted to convert into booked calls.
Norman needed to get on calls with prospects who had a clear sense of urgency—at the very least. While he was generating leads through social media and webinars, many were cold, and his email list wasn’t converting as effectively as he wanted.
I took Norman through my four-step process to attract and convert his ideal clients:
1. Research & Offer Design
Norman’s audience is highly niche, so I dug deep to understand their biggest challenges, motivations, and desires. The goal was to craft an offer that truly resonated with their most pressing needs.
2. In-Depth Interview
Once we finalized the lead magnet offer, I conducted a two-hour interview with Norman to extract his insights on key topics and angles that would engage his audience.
3. Email Course Creation
I wrote an eight-email sequence addressing the biggest pain points Norman’s audience faces. The emails focused on ‘what’ prospects needed to do, while positioning the ‘how’ as something they could learn by booking a call with us.
4. Three-Post Viral Launch
We strategically leveraged all of Norman’s existing assets to maximize reach and engagement. We pitched his lead magnet to: