Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington
Financial Advisor Success
00:00
C.O.I. Marketing
"I don't think enough advisors think of them as a prospect. A lot of times it's a little bit of one and done, right?" "If we have a common ground around the niche and elements of the niche, it gives me ways to continue to touch in with that C.O.I.," he says. 'There's nothing wrong with helping them along that journey and just expediting it'
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