In this episode, Ben shares his insights on the many conversations with advisors about their direct approach on the warm market and why it isn’t working or sustainable. He further breaks down the psychology behind why it’s not working and what advisors can do instead that will help them generate more appointments with their warm market.
Welcome To The WHAP Podcast, where we talk about how financial advisors can acquire more clients, keep them and stay long in the industry to continuously serve others, as well as the mistakes and lessons I’ve learned along this journey… all in the hopes of helping you become Wealthy while being Happy, Purposeful & Authentic.