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What You'll Learn In Today's Episode:
- Being intentional and focused is crucial for successful prospecting.
- Track and measure your results to identify areas for improvement.
- Implement proven systems used by successful advisors.
- Create a prospect tracking system and define your ideal client.
- Deliver value and answer prospects’ questions during the initial meeting.
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.
Related: Proven Strategies for Hiring Top Financial Advisors