In this episode, we’re recapping this week’s discussion on sales and communication in the financial advisory industry and how effective communication is not about forcing someone to buy something but rather about understanding and helping clients achieve their goals. We also review the importance of building a proper prospect process and avoiding common pitfalls in prospect meetings.
– Communication, Not Sales [Episode 247]
– When Prospecting Goes Wrong
– Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.
It’s a fear more than an actuality
See More
Learning from conferences, asking the right questions
See More
Today’s the youngest you’re going to be!
See More