
Sign up to save your podcasts
Or
Your prospect says they enjoyed meeting you, but that they are going to interview several advisors and get back to you... how do you make sure that YOU stand out as the obvious choice?
Do you leave it up to fate? No. Do you send them on their way and just say your prayers? No. Do you stalk them until they file a restraining order? Also no.
In today's episode, I share some proactive and some reactive strategies you can use to ensure that you are the advisor of choice.
You do actually have some control over the outcome of this scenario, believe it or not, and there are concrete tactical things you can do to come out on top!
--------------------------------------------------
LINKS FROM THIS EPISODE:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
4.9
105105 ratings
Your prospect says they enjoyed meeting you, but that they are going to interview several advisors and get back to you... how do you make sure that YOU stand out as the obvious choice?
Do you leave it up to fate? No. Do you send them on their way and just say your prayers? No. Do you stalk them until they file a restraining order? Also no.
In today's episode, I share some proactive and some reactive strategies you can use to ensure that you are the advisor of choice.
You do actually have some control over the outcome of this scenario, believe it or not, and there are concrete tactical things you can do to come out on top!
--------------------------------------------------
LINKS FROM THIS EPISODE:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
193 Listeners
928 Listeners
273 Listeners
547 Listeners
2,003 Listeners
458 Listeners
246 Listeners
2,047 Listeners
850 Listeners
227 Listeners
104 Listeners
297 Listeners
118 Listeners
42 Listeners
1,001 Listeners