The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

94: My Simple Trick to Get Prospects to Finally Book an Appointment

The Efficient Advisor: Tactical Business Advice for Financial Planners

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Do You Have a Follow Up Process?

Libby Grighway: Having a follow up process is really important. She says many times people got this letter in the mail and called us immediately. "We're like, oh my gosh, I'm so embarrassed that it's been six months," she said.

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