Prospect Process, Forcing Mechanisms, and Unlimited Access
Are you making the most out of the opportunity when meeting with prospects by having a process in place? What type of forcing mechanisms to you have to keep you from playing office? When you’re outside of surge, are you doing nothing, or are you still being intentional with your time while offering access to your team to help with client needs? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
Just Cause Your Breath Stinks, Don’t Change The Process [Episode 206]
Recommended Podcast
Encore episode – Prospect Process – Must Schedule Right Now: Available or Desperate?
Keep calm (stick to the process) and schedule on.
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Lean Learning and Building True Fans with Pat Flynn [Episode 311]
Building trust through personal stories.
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Encore Episode: What Is The Perfect RIA?
Matthew and Micah will be sharing the background story as to why they started The Perfect RIA and the reasons they came together to help you through your financial advisory journey.
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