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Prospecting can be a lot like dating—in order to make a good impression, you have to make the other person feel special. Here’s a 98-day system for establishing a personalized communication experience for every prospect.
If you take care of your pipeline, it will take care of you. Here is a system that will get you up and running with a full, healthy pipeline very quickly.
Prospects don't want to know what you dothey want to know how what you do can help them. Uncover the problems you can solve by asking the right questions and listening a lot.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
Scottsdale: March 21–22, 2024
Liftoff! Financial Educator Marketing Coaching Program
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