It's All About That Prospect: Being Intentional and Gathering Information
The Perfect RIA · The Perfect RIA
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Show Notes
In this recap episode, Amber shares strategies from Matt and Micah to help financial advisors laser-focus their efforts on landing more prospects. Discover why intentionality and proven systems are game-changers in the art of prospecting. She breaks down the different prospecting channels every advisor needs to master, from leveraging referrals and centers of influence to networking, seminars, and content creation. Learn which tactics top advisors use to keep their prospect pipeline overflowing.
Amber also highlights the prospect onboarding process from Jamie's Worlds to Conquer episode. Find out what critical information you need to request from prospects upfront and how to deliver massive value from your very first meeting.
Resources in today's episode:
- Episode website - What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258] - Encore Episode: New Client Onboarding - What Information New Prospects and Clients Provide