Elementality for Financial Advisors | Elements Financial Vitals System™

Breakfast Meetings: A Secret Prospecting Weapon


Listen Later

In the age of email, smart phones, and social media, it’s easy to forget the power that comes from directly connecting with people. Prospect events can work, but discovering the best approach often takes too much guesswork. On this Elementality, Carl explains why breakfast meetings make the ideal prospecting event and provides the recipe for putting one together.

...more
View all episodesView all episodes
Download on the App Store

Elementality for Financial Advisors | Elements Financial Vitals System™By Jordan Haines, CFP®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

34 ratings


More shows like Elementality for Financial Advisors | Elements Financial Vitals System™

View all
WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,715 Listeners

Behind The Advisor by XYPN

Behind The Advisor

142 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

926 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

273 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,002 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,016 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

454 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,068 Listeners

The Long View by Morningstar

The Long View

877 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

239 Listeners

Barron's Advisor by Barron's Advisor

Barron's Advisor

108 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

125 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

749 Listeners

Only Fee-Only by Broc Buckles and Peter Ciravolo

Only Fee-Only

15 Listeners

Advisor Marketing Made Simple by Taylor Schulte and Kendra Wright

Advisor Marketing Made Simple

18 Listeners