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Ep 305: Accelerating Growth Of (Fee-Only) Clients By Making It Clear You Have Nothing To Sell With Mindy Crary

Financial Advisor Success

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How Do You Coordinate a Consult Call?

How do you coordinate booking like six to 10 consult calls every week? Like just administratively, how does that actually happen? Because that's a lot of just scheduling. So we have a, so they, they fill out a form on the website or they can just email and you kind of chuckle because there's literally a form that says, Hey, if you want to move forward, fill out this form. But some people just don't want to do that. They contact you through like contact page and say, I want to become a client instead of clicking the form that says right. Or somebody even contacted me through LinkedIn the other day. It's like, okay, but everybody.

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