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For Advisors by Advisors- Why Having a Pitch Book about Your Process For Planning is Key when Speaking with Prospective Clients?
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In this episode, your host, Evan J. Mayer goes over the benefits of having a “pitch book” when discussing their process for planning, investment management, insurance, Etc. Evan dives into what is in his pitch book and how he uses it prior to walking clients through a sample financial plan. Hope you enjoy it!
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I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at foradvisorsbyadvisors@gmail.com. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors.
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