Click to Play

What You'll Learn In Today's Episode:

  • Why not following the process can impact the number of new clients you’re bringing on.
  • That a prospecting meeting should also be focused on delivering value, not on selling.
  • Why you should start setting up expectations even before your first prospect meeting.
  • Your prospect meeting should be an experience that the prospect hasn’t seen elsewhere.
  • How if you try to oversell yourself, you can end up killing the deal.

When you meet with a prospect, are you solely focused on how you close the deal, or are you changing your prospect process depending on who walks through the door? On today’s episode, Matt and Micah discuss why you not only need a prospecting process that works, but you need to stick to it! Trying to oversell yourself, creating new reports, or offering services that don’t fit with your process doesn’t benefit you or the prospect.


Resources In Today's Episode:

Recommended Podcast

Hiring And Retaining Top Talent with Guest Jonathan Reynolds [Episode 246]

Perfecting the prospect process.

See More

Prospecting and Pregame Strategies

Setting the stage for positive meetings.

See More

Prospecting That Works for Advisors

Consistent marketing and identifying the ‘right-fit’ clients.

See More

Contact Us