Financial Advisor Success cover image

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

Financial Advisor Success

CHAPTER

Is Erica Reaching Out to Schedule With You?

So they, so they go through this intake form. Erica, your ops manager does an initial screening of their responses to help figure out, does this actually look like a reasonable fit prospect? So it takes her all of a millisecond to send it once she's eyeballed the, the intake form. Once she sees the intake, there's literally boilerplate that she just hits reply and pays since then. Like we have three available slots to, to say, who like, oh, God, no, she would kill me if we did that. Okay. We use schedule once and schedule once I will say is a monster of a system.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner