Podcast: Play in new window | Download
Financial advisors who are prospecting for new clients in a crisis should avoid saying these things to people.
To join the membership and learn prospecting strategies from me please click here.
Podcast: Play in new window | Download
Financial advisors who are prospecting for new clients in a crisis should avoid saying these things to people.
To join the membership and learn prospecting strategies from me please click here.
Use your out-of-office response as a way to make people laugh; it conveys
Here’s how to handle a financial planning fee objection. Don’t get talked
Stop wasting money on fancy “spaghetti tech”. The fintechs just want you
Please use this list of flat fee financial advisors by state to
Question from a subscriber: “I recently wrote a book. How do I get