Prospecting, Overcoming Fears, and Sharing Your Voice
In today’s recap, we’ll highlight some of the challenges Matt and Micah shared with prospecting and setting realistic expectations. Consider the importance of taking risks, embracing rejection, and finding a proven strategy to attract clients.
We’ll also recap the insights from Philip Taylor, the founder of PTmoney.com and FinCon, who shares tips for financial advisors attending events to grow their businesses.
And, we’ll talk about Jamie’s recommendations for overcoming fear and pursuing greatness, urging you to take action and draw up a plan to achieve your goals.
Listen to this week’s episodes:
You Thought It Would Be Easy…[Episode 218]
Your Money Tribe: Uniting Forces & Creating Content with Guest Philip Taylor
Recommended Podcast
Encore Episode: How Surge Works For New Relationships And Clients.
How to manage expectations and communicate the value of surge to new clients.
See More
The Power of Relationships in Wealth Management with Scott Danner [Episode 320]
Money is a tool to be used.
See More
Encore Episode: The Right Size Financial Plan
When it comes to the length of a financial plan and what documents you should use within that plan, there are a lot of varying opinions.
See More