No credit card, no obligation Financial Professionals only
Already a Horsesmouth member?
Lowering your fees in an attempt to gain someone’s business is a sure-fire way to commoditize yourself. Instead, try this approach, which includes a question you can use to get to the heart of a potential client’s resistance to commit.
There can be an awkward moment in the conversation with prospects when it is time for next steps—but they are not ready to commit. With this approach, you can keep the relationship moving forward without feeling pushy.
The success of your next meeting with a prospect or client has at least as much to do with the prep work you put in beforehand as with what you say in the meeting itself. These 11 short-term and long-term preparations will position you for the outcome you want.
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.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 11–14, 2023
Savvy Tax Planning School for Financial Advisors
With Jeffrey Levine, CPA/PFS, CFP®, CSW®, MSA and Debra Taylor, CPA/PFS, JD, CDFA
January 23–25, 2023
Liftoff! Financial Educator Marketing Coaching Program
January 9–12, 2024