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What You'll Learn In Today's Episode:

  • How Jason looks at his team as an ensemble.
  • How you can use your introductory call as a way to understand the prospect’s primary need.
  • Why it’s important to provide details as to what a prospect and client can expect in the first year.
  • How to strengthen your tax knowledge to better serve your clients.
  • How graduating clients can help you move forward with your growth goals.

An introductory call with a prospect is an incredible opportunity to understand their initial needs, whether they’re the right fit for your firm, and who is the right fit for them. On today’s episode, Matt is joined by Jason Speciner from Financial Planning Fort Collins to share his experience and process for meeting with prospects, bringing his whole team together to help strategize for clients, and how tax planning has helped him better serve his clients.

Resources In Today's Episode:

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