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The Perfect RIA
Prospect Process - Why Prospects Say No [Episode 238]
Jan 8, 2024
Micah and Matt discuss key steps for successful prospecting and client conversion, including tracking prospect data, simplifying complex concepts, and differentiating oneself. They emphasize the significance of goal setting, setting achievable goals, and choosing effective prospecting channels. They also highlight the impact of complexity on prospects and the importance of evaluating marketing channels.
33:40
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Quick takeaways
- Tracking and analyzing prospect data is crucial for optimizing the prospecting process and improving conversion rates.
- Simplifying complex financial concepts and conveying value in relatable terms are keys to successful prospecting and client conversion.
Deep dives
The Importance of Setting Specific Goals
In this podcast episode, the hosts emphasize the significance of setting specific and actionable goals for your practice. They stress the importance of not only having aspirational goals but also breaking them down into manageable building blocks. They discuss the common mistake of setting vague or unattainable goals and advocate for translating big goals into actionable steps that can be taken on a daily basis. They highlight the need to define and track key metrics to measure progress and adjust strategies accordingly.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode