“What to say in my welcome video?” Question from a subscriber: “I had a welcome video of me on my home page website for a year, but I just took it down. My Read More » June 21, 2024
“How to tell prospect they’re not a fit?” Keep it brief. Make it about the opportunity – not the rejection. Put all the emphasis on the type of advisor who is correct and how they Read More » June 21, 2024