Empower Your Team to Develop Meetings From Incoming Prospect Calls

By Debra Taylor, CPA/PFS, JD, CDFA
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Horsesmouth Essential: You shouldn’t be the only one in your office who can handle an incoming prospect call. Train your staff to vet the prospect with an initial contact screening checklist. You’ll know you’ve succeeded when your staff introduces you to a great prospect in your initial client meeting.

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