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10: Overcoming blockers for more effective prospecting
Manage episode 207065273 series 1860640
How can advisors start prospecting again if they've fallen out of the habit? Listen to the Insights Panel to understand why it's easy to stop creating relationships with new clients and how to work towards structuring your day to maximize the effectiveness of your prospecting. With Matt Oechsli, advisor champion and CEO of The Oechsli Institute, Jeb Blount, prospecting expert and author of Fanatical Prospecting, and Dan Goldstein, behavioral economist and principal researcher at Microsoft Research.
31 פרקים
Manage episode 207065273 series 1860640
How can advisors start prospecting again if they've fallen out of the habit? Listen to the Insights Panel to understand why it's easy to stop creating relationships with new clients and how to work towards structuring your day to maximize the effectiveness of your prospecting. With Matt Oechsli, advisor champion and CEO of The Oechsli Institute, Jeb Blount, prospecting expert and author of Fanatical Prospecting, and Dan Goldstein, behavioral economist and principal researcher at Microsoft Research.
31 פרקים
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