What You'll Learn In Today's Episode:

  • Prospecting is a lifelong journey that requires constant adaptation.
  • Identifying your ideal client is crucial for effective prospecting.
  • If you serve everyone, you serve no one; focus on your niche.
  • Values alignment with clients leads to more fulfilling relationships.
  • Your unique value proposition should set you apart from competitors.

What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today’s Worlds To Conquer, Jamie dives into prospecting and how to make sure you’re working with the right people. She’ll also discuss why once you determine who you work best with, you need to share this with your team.

Listen in as Jamie shares why if you have a great prospecting strategy, you can grow and not stay stagnant, and that it’s important to create an environment where your team can respectfully push back.

Recommended Podcast

Navigating Succession Planning in Financial Advisory With Dustin Mangone [Episode 329]

You can’t lose by learning early.

See More

Encore Episode: Mindset Mastery: Overcoming Barriers to Charging Premium Fees

Building a sustainable practice.

See More

Mastering Fees in Financial Advisory [Episode328]

Role-playing starts with yourself

See More

Contact Us