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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Introduction

The lost cause letter was an integral part of my follow-up process for years and years and years, that undoubtedly drove results. Today I'm gonna share with you a simple way that you can let a prospect know that you are done following up with them but still interested in working with them. This was often the one thing that moved a lead into an actual meeting,. So let's go. If you listen to this podcast, you can tell today, I am sick.

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