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How can you cut through the glut of information out there with an email that’s compelling enough to be opened, read and answered?
Explaining what you do—it should be easy, yet many an advisor’s explanation leaves folks scratching their head. This four-step formula produces a succinct value statement that will strike a memorable note with people.
There's a lot of random information flying around out there, diluting your prospects' attention. But they will listen up and focus on you if you specifically address their internal needs.
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Savvy Tax Planning School for Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
June 6–7, 2024
Chicago
The Discovery Meeting Workshop: Transform Your Discovery Process
May 20–21, 2024
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 13–16, 2024