In this episode, we’re recapping this week’s episodes. We’ll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos, using a virtual assistant for marketing, and helping younger people set goals.
– Prospect Process – Why Prospects Say No [Episode 238] – Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton – Empowering Futures: Goal-Setting Strategies for Young Adults
Prioritize client goals, streamline investments, and enhance communication for advisors.
Being strategic with your marketing and content calendar.
Prioritizing communication over an investment-centered mindset.