258: How to Attract & Identify IDEAL Clients Quickly & Efficiently with Guest Maddy Roche
The Efficient Advisor: Tactical Business Advice for Financial Planners
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Mastering Prospect Calls for Ideal Client Engagement
This chapter explores the vital process of identifying and attracting ideal clients through effective prospect calls. The speakers discuss strategies for setting clear boundaries, managing expectations, and creating an authentic connection while maintaining control of the conversation. Emphasizing the importance of understanding the client's perspective, they provide insights on how to structure initial meetings for efficiency and engagement.
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