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

What Works Wednesday – Tax Planning With Guest Steven Jarvis, CPA

Where do you fall on delivering tax value to your clients?

See More

Moving The Needle [Episode 196]

If your work isn’t hyper-intentional, you’re just playing office.

See More

Follow Up Friday – 10X Your Practice

Looking at the small steps towards your big goals.

See More

Contact Us