In this episode, we’re recapping this week’s episodes. We’ll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos, using a virtual assistant for marketing, and helping younger people set goals.

Prospect Process - Why Prospects Say No [Episode 238]

Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton

Empowering Futures: Goal-Setting Strategies for Young Adults

Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids