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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The Lost Cause Letter - I Saved This Letter

"Jwada Viva" is CNN Tech's weekly, offbeat look at the world around us. This week Jarrett ponders what it would take to get a lost cause letter answered in three minutes or less. "We don't want to pastor people," Jarrett says of salespeople who keep following up on potential clients. 'It just kind of gives you this permission to stop as well,' he adds.

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