The Perfect RIA What Do Prospecting and Six-Pack Abs Have in Common? [Episode 258]
May 27, 2024
Experts Matt and Micah discuss the parallels between prospecting and building six-pack abs, emphasizing hard work, tracking results, and strategic time investment. They share tips on maintaining accountability, measuring client sources, and growing referrals with intentionality and commitment. Learn how to define ideal clients and transform your prospecting game with real-world wisdom from the trenches of the financial advisory industry.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 3min
Intentional Success in Practice and Prospecting
02:36 • 4min
The Significance of Tracking Results and Accountability in Prospecting Strategies
06:08 • 2min
Measuring Client Sources and Prospect Channels for Financial Advisors
08:21 • 2min
Strategic Referral Growth
10:10 • 17min
Prospecting Rigor and Defining Ideal Clients
27:20 • 3min