THE PERFECT RIA |Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids

What You'll Learn In Today's Episode:

Set specific and actionable goals that are not just aspirational.
Focus on activities that produce results and align with your strengths.
Track prospect nos to identify areas for improvement in your value proposition.
Consider using a virtual assistant to help with marketing tasks and project management.
Help younger people set their own goals and provide guidance and accountability.

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.

Resources In Today's Episode:

– 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

Recommended Podcast

Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]

Understanding risks with your fee billing.

From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets

Learning from other successful companies.

Year-End Business Planning How To

Business planning and the path to your goals.

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Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids

What You'll Learn In Today's Episode:

Resources In Today's Episode:

Recommended Podcast

Fee Billing Faux Pas: How Advisors Lose Money Without Realizing It With Guest Lacey Shrum [Episode 286]

From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets

Year-End Business Planning How To

Contact Us