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Content provided by 4FP Agency -- Marketing for Financial Planners and 4FP Agency. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4FP Agency -- Marketing for Financial Planners and 4FP Agency or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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E15 | A Prospect Will Qualify Themselves, If You Ask
Manage episode 177427644 series 1192009
Content provided by 4FP Agency -- Marketing for Financial Planners and 4FP Agency. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4FP Agency -- Marketing for Financial Planners and 4FP Agency or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Wouldn't it be nice if a prospect let you know if they can afford you before you spend a lot of time with them? That's exactly what Stan Mann teaches audience members in this episode. Stan joins me to share 10 sales appointment setting techniques and strategies to start off on the right foot with a client. He uses these techniques with the financial advisors who work with him. This episode will teach you whether or not you want to "close" a prospect.
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36 episoade
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Manage episode 177427644 series 1192009
Content provided by 4FP Agency -- Marketing for Financial Planners and 4FP Agency. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 4FP Agency -- Marketing for Financial Planners and 4FP Agency or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Wouldn't it be nice if a prospect let you know if they can afford you before you spend a lot of time with them? That's exactly what Stan Mann teaches audience members in this episode. Stan joins me to share 10 sales appointment setting techniques and strategies to start off on the right foot with a client. He uses these techniques with the financial advisors who work with him. This episode will teach you whether or not you want to "close" a prospect.
…
continue reading
36 episoade
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Similar cu 4FP Client Acquisition & Marketing for Financial Planners
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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