The Perfect RIA
The Perfect RIA
Matthew Jarvis, CFP® & Micah Shilanski, CFP®
Conquer or Crumble: How's Your Prospecting Going? [Episode 216]
29 minutes Posted Aug 7, 2023 at 7:00 am.
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Show notes

Matt and Micah discuss the power of effective sales and prospecting strategies. They’ll highlight the importance of being intentional with time, taking risks, and delivering value, as well as talk about the discomfort of hearing 'no' but stress that it is a stepping stone to a rewarding 'yes'. The guys also unpack the concept of a 'perfect week', a roadmap to stay on track and continuously deliver value. Learn more about the significance of having a written prospect process and sticking to it in order to guide appointments.

https://theperfectria.com/podcast/216