What You'll Learn In Today's Episode:

  • Develop a properly built prospect process to avoid unwanted situations during prospect meetings.
  • Use a CRM as a brain trust to ensure all information is documented and accessible to everyone in the organization.
  • Create clear and consistent documentation of blueprints, processes, and tasks to facilitate efficient and repeatable steps.
  • Avoid deviating from the established process to maintain a consistent and satisfactory client experience.
  • Implement pitch-and-miss campaigns to stay engaged with prospects who did not immediately hire you.

In this episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the need for clear and consistent documentation. She also discusses the consequences of breaking the process and provides strategies for avoiding unwanted clients.

Resources In Today's Episode:

– Ready to get training from Matt and Micah in person? Join us on September 25th in Arizona for The Perfect RIA LIVE.

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