Are you familiar with “right fit client calls?” These calls are key to developing rapport and building a relationship with a potential client quickly and effectively. While listening to the client is a crucial aspect, so is knowing how to steer the conversation and make a lasting connection. In this episode of the Bucket Plan On-Demand, host Matt Seitz, Partner and Chief Marketing Officer at C2P, interviews right fit call experts Gary Pelfrey, Director of Business Development at JL Smith, and Andrei Henson, Advisor Growth Specialist at C2P. Tune in to learn their tips and tricks to holding a productive and insightful right fit call that demonstrates your value and sets the stage for a successful client-advisor relationship.

Resources: https://blubrry.com/rainmaker_multiplier/94336753/questions-that-convert-with-phil-jones/