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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

Stop Being A Failure

 

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Prospecting and Pregame Strategies

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Prospecting That Works for Advisors

Consistent marketing and identifying the ‘right-fit’ clients.

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Setting the Stage For Prospect Meetings – Masterclass Sneak Peek! [Episode 245]

Perfecting the prospect process.

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