The Right Value And The Right Clients with Guest Jason Speciner
Click to Play
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.
Ideas Worth Sharing:
‘For us, it’s about matching our lead planner with the specific right client need.’ - Jason Speciner Click To Tweet ‘If we’re not leading with what’s top of their mind, they’re probably going to ignore most of what we say, until we get to that thing that was their thing.’ - Matthew Jarvis Click To Tweet ‘Setting and then managing those expectations is so critical.’ - Jason Speciner Click To TweetResources In Today's Episode:
- Matt Jarvis: Website | LinkedIn
- Jason Speciner: Website | LinkedIn
- TPR on YouTube
Recommended Podcast
Creating Value Adds from the Tax Return
Maximize tax season value with surge periods and collaboration.
See More
Masterclass Sneak Peek Part 2: Prospect Process and Client Onboarding [Episode 254]
Structuring your client onboarding process.
See More