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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
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!
277 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
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!
277 פרקים
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