
Sign up to save your podcasts
Or


In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the need for clear and consistent documentation. She also discusses the consequences of breaking the process and provides strategies for avoiding unwanted clients.
Encore Episode: When Prospecting Goes Wrong
By Matthew Jarvis, CFP® & Micah Shilanski, CFP®4.8
458458 ratings
In this encore episode, Jamie discusses what happens when prospect meetings go wrong and provides insights on avoiding these situations. She emphasizes the importance of having a properly built prospect process and using a CRM as a brain trust for the organization. Jamie explains the concepts of blueprints, processes, and tasks and highlights the need for clear and consistent documentation. She also discusses the consequences of breaking the process and provides strategies for avoiding unwanted clients.
Encore Episode: When Prospecting Goes Wrong

534 Listeners

200 Listeners

2,344 Listeners

943 Listeners

292 Listeners

792 Listeners

2,029 Listeners

258 Listeners

2,166 Listeners

924 Listeners

244 Listeners

337 Listeners

127 Listeners

134 Listeners

141 Listeners