The Efficient Advisor: Tactical Business Advice for Financial Planners

150: Two Phrases to NEVER USE When Following Up With a Prospect (and What to Say Instead!)

11.07.2023 - By Libby GreiwePlay

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There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potential and existing clients is critical. But the WAY in which we follow-up is actually one of the key factors that will determine a client’s level of engagement. In this episode, Libby shares two phrases to NEVER USE when checking in with your prospects. Instead, she offers up a few alternative suggestions that will encourage your clients to tak...

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