Click to Play

What You'll Learn In Today's Episode:

  • Why you shouldn’t wait until you have more clients to start creating and implementing processes.
  • That the prospect process starts before you ever meet with a prospect.
  • Why having a lot of availability on your calendar isn’t a good thing.
  • The importance of setting clear expectations on when a prospect will hear from you.
  • That your prospect should not be a sales pitch.

Are you waiting for more clients before you start creating and implementing processes in your practice? In order to create a positive and powerful experience for your prospects, having a top notch process is key. On today’s episode, Matt and Micah discuss how the prospect process starts well before someone even shows up to your office, or for that first meeting. They’ll share why you want to look at the initial impression the prospect has and the importance of constantly setting expectations. You’ll also learn when, and how, to address the topic everyone anticipates – fees.

Resources In Today's Episode:

Recommended Podcast

Encore Episode: Did Surge Abandon You?

See More

Valuations in a Changing Market With Scott DiGiammarino

Remain calm, stay the course.

See More

Preparing For Fall Surge: A Guide for Financial Advisors [Episode 321]

Surge just works, right?

See More

Contact Us