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151: Ideas to Implement - Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)
Manage episode 382866121 series 3460679
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)
—----------------------------------------------
LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #93: 7 Processes Every Advisory Business Needs
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
282 פרקים
151: Ideas to Implement - Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)
The Efficient Advisor: Tactical Business Advice for Financial Planners
Manage episode 382866121 series 3460679
Each week I recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed!
Here are the Action Items to Tuesday's podcast: Two Phrases To NEVER USE When Following Up with a Prospect (and What to Say Instead!)
—----------------------------------------------
LINKS FROM THIS EPISODE:
Episodes Mentioned:
Episode #93: 7 Processes Every Advisory Business Needs
Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment
Get on the Systems to Scale Group Coaching Waitlist Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
282 פרקים
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1 282: Two Smart Tweaks to Get More Referrals (Fast!) in Your First 100 Days 37:17

1 281: Unpopular Opinion: Why You Can and Should PAUSE Growth Sometimes 17:10

1 280: The COO Mindset: Optimizing Operations & Tech for Financial Advisors with Joe Moss 45:34

1 279: Supply vs. Demand: Advisors, Stop Solving the Wrong Problem 11:16

1 278: Conventional and Unconventional Ways to Use Video to Market, Streamline Operations, and So Much More with Guest Katie Braden 55:08

1 277: 3 Biohacks That Tripled My Daily Focus and Energy 13:29

1 276: Mastering Goals: Secrets to Helping Clients Set & Stick to Better Goals with Daniel Crosby 49:20

1 275: New Book Update & Shifting Goals: Staying On Track When You Get Off Track 16:56

1 274: The Ultimate Value Add to Make Clients for LIFE *Replay with Blake Brewer* 46:11

1 273: An Alternative to Surge Meetings: What I Call Cluster Meetings 11:24

1 272: Tax Planning Made Easy: Simple Strategies for Financial Advisors With CPA Steven Jarvis 36:23

1 271 - The Power of the Rough Draft Meeting: Save Time, Reduce Revisions, Increase Buy-In 14:13

1 270: Transform Your CRM into a Service Powerhouse With Adrian Johnstone 53:45


1 268: My Annual Business Tradition that Gives Me Inspiration, Creativity, and Prevents Burnout 21:52
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