Creating a Prospect Process that Works with Guest John Barron[Episode 242]
What You'll Learn In Today's Episode:
- Differentiate yourself from competitors by identifying and communicating your unique value proposition.
- Educate prospective clients about the value you provide and why it matters to them.
- Design a process that is safe, pressure-free, and allows clients to make their own informed decisions.
- Add value at every step of the prospect process to build trust and demonstrate your expertise.
In this episode, Matthew Jarvis and special guest John Barron discuss the importance of creating an educated and informed decision-making process for prospective clients. John emphasizes the need to differentiate yourself from competitors and educate clients about the unique value you provide. By guiding clients through a safe and pressure-free process, Financial Advisors can build trust and help clients make decisions that align with their values and goals.
Resources In Today's Episode:
– Matt Jarvis: Website | LinkedIn
– John Barron: LinkedIn | Website
– TPR Podcasts: With Guest John Barron and Systems, Perspectives, and Procrastination: Business Coach John Barron’s Advice for Entrepreneurs
Recommended Podcast
Dodging IRA Disasters and Fostering Team Synergy
Tax planning mistakes and team communication.
See More
Employees: Following Up or Nagging? Is There a Difference?
The need for consistent and respectful follow-up
See More
Intentional Tax Planning and Avoiding Costly Mistakes with Guest Steven Jarvis, CPA [Episode 266]
Why intentional tax planning is necessary.
See More