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Ep 152: Getting Comfortable With Sales By Simply Seeking To Find Qualified Prospects To Inform with Beverly Flaxington

Financial Advisor Success

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Set an Expected Outcome

It's so important always in any sort of exchange with a prospector, quite frankly, even a client to, to set an expected outcome. We love our agendas, but we don't actually put out an intention around what is the expectation for this meeting. So that's an important thing to be able to say, you know, thank you for coming in and really hoping from my vantage point that when we get to the end, all have learned enough about you to share.

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