Follow Up Friday – We Don’t Need Surge, We Need Prospects
Surge and your prospect process are some of the key areas to improve your practice. What does the initial prospect experience look like, and are you educating prospects versus selling to them? When it comes to surge, are you taking the time to go through your process before a client walks through your doors or joins your virtual meeting, and what does the process look like from your team’s perspective? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
We Don’t Need Surge, We Need Prospects [Episode 192]
What Works Wednesday – Creating A Surge Process That Works For You With John Mason
Recommended Podcast
The Art of Selling- Mastering Communication for Sales Success for People in Finance
Setting the tone for your team.
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From Good to Great: Challenging the Status Quo in Financial Advising with Guest Matthew Delzingaro [Episode 277]
The power of intentionality in an advisor’s day.
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Unique Abilities and Unbreakable Rules for Advisor Success
Crafting your unique value and leadership essentials.
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