THE PERFECT RIA

What You'll Learn In Today's Episode:

  • Improving prospect processes is crucial for success in financial planning.
  • Creating a positive environment and approaching prospects with confidence can make a significant difference.
  • Consistency in marketing and content creation is key to attracting prospects.
  • Tracking and onboarding prospects effectively is essential for business growth.
Table of Contents

In this episode, we’re recapping the importance of improving prospect processes and setting the stage for the first meeting. Advisors need to create a positive environment and approach prospects with confidence, and that first meeting with the prospect is crucial, so how do you make it successful? We’re also sharing how to identify good-fit prospects and the importance of marketing and consistency.

Resources In Today's Episode:

– Setting the Stage For Prospect Meetings – Masterclass Sneak Peek! [Episode 245]
– Prospecting That Works for Advisors
– Don’t miss out on our upcoming Prospect Process Masterclass. Contact lifestyle@theperfectria.com to stay informed.

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