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]

Unique Forcing Mechanisms with Guest Dave Zaegel

How You Can Offer Unlimited Access

Recommended Podcast

Navigating Client Mistakes: A Guide for Advisors [Episodes 316]

Mistakes happened, now what?

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Encore Episode: Accelerating Your Growth and Understanding Practice Valuations with Guest Ted Jenkin

elements that can make or break a potential sale

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From Business to Freedom With Jerome Myers [Episode 315]

The Importance of Post-Exit Planning

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