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Prospecting and Pregame Strategies
Manage episode 403958368 series 2482489
In this episode, we’re recapping the importance of improving prospect processes and setting the stage for the first meeting. Advisors need to create a positive environment and approach prospects with confidence, and that first meeting with the prospect is crucial, so how do you make it successful? We’re also sharing how to identify good-fit prospects and the importance of marketing and consistency.
Resources in today's episode: - Episode Website - Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] - Prospecting That Works for Advisors - Don’t miss out on our upcoming Prospect Process Masterclass. Contact lifestyle@theperfectria.com to stay informed.
684 episodes
Manage episode 403958368 series 2482489
In this episode, we’re recapping the importance of improving prospect processes and setting the stage for the first meeting. Advisors need to create a positive environment and approach prospects with confidence, and that first meeting with the prospect is crucial, so how do you make it successful? We’re also sharing how to identify good-fit prospects and the importance of marketing and consistency.
Resources in today's episode: - Episode Website - Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] - Prospecting That Works for Advisors - Don’t miss out on our upcoming Prospect Process Masterclass. Contact lifestyle@theperfectria.com to stay informed.
684 episodes
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