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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Getting a Lost Cause Letter From a Financial Advisor

Jim Cevallos: We get so much email right now. Even stuff that I'm interested in, I just don't have enough time to read all of it. He says sending a snail mail letter would be better than an email from someone you went to a workshop with. "We don't want to waste anyone's time and we really don't wants to pester anybody"

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