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

Decoding Delegation, Client Themes, and Hiring Wisdom

Leadership secrets, effective delegation, and successful team management strategies.

See More

You Promised What?!

Hiring truths: no promises and earn your place.

See More

The Power of Working in Themes with Guest Libby Greiwe

The power of themed financial planning and continuous client education.

See More

Contact Us