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“We’ll let you know” followed by a wall of silence… That has got to be the most frustrating response you can get after an initial meeting. And it’s one you can avoid with this approach.
When prospects cancel or just don’t show up, you’re left disappointed and wondering what went wrong. Get your process air tight with these five action steps that have prospects eagerly arriving at their first meeting every time.
What’s Working Now: This 33-year vet shares his secrets and systems for promoting and presenting any seminar, then converting attendees into clients. Plus find out about the timely topic that instantly boosted flagging seminar attendance.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Savvy Tax Planning School for Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
October 12–14, 2022
Build a Better Business Workshop
With Debra Taylor, CPA/PFS, JD, CDFA
Begins November 15, 2022
3 Keys to Profitable Client Tax Planning
Friday, October 7
10:00 a.m. ET/7:00 a.m. PT
Countdown to the Build a Better Business Workshop
Tuesday, October 11
1:00 p.m. ET/10:00 a.m. PT