Stacking The Odds, Writing Legacy Letters, and Continuous Team Training
Do you take everything into consideration when meeting with a prospect, from your handshake to how your office smells? Have you thought about the impact of writing a meaningful letter to those you care about? What does training look like for your team, and do you lead with the end result in mind? Listen in as we recap this week’s highlights and action items.
Listen to this week’s episodes:
Stacking The Odds In Your Favor [Episode 207]
The Value Of Writing A Legacy Letter With Guest Blake Brewer
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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