9min chapter

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Prospect Process - Why Prospects Say No [Episode 238]

The Perfect RIA

CHAPTER

Standing Out and Delivering Value

This chapter focuses on the challenges advisors face in differentiating themselves and developing their own systems to stand out. They discuss the importance of analyzing and fine-tuning their prospecting methods and making one sticky change at a time. The chapter also highlights the significance of helping prospects make informed decisions and simplifying complex messages for clients.

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