In this episode, we’re recapping this week’s episodes. We’ll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos, using a virtual assistant for marketing, and helping younger people set goals.
– Prospect Process – Why Prospects Say No [Episode 238] – Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton – Empowering Futures: Goal-Setting Strategies for Young Adults
The new era of practice valuations.
The Power of Value Adds
Understanding reasonable compensation for S-Corp owners.