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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Is There a Follow Up Sequence?

I hope the two things that you take away from this short episode are literally the language and the idea of a loss cause letter. And then, what is our actual follow up process? Do we just have some sort of list or an Excel spreadsheet? I don't care. If that's you, and that's how you're currently rolling, I would encourage you to sit down and say, no, we're actually going to have a formal process.

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