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.
30:42
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Quick takeaways
- Success in prospecting requires intentional, consistent hard work over seeking quick fixes.
- Prospecting success hinges on deliberate actions driven by proven strategies and high value delivery standards.
Deep dives
Being Intentional with Time and Prospecting
Being intentional with time management is crucial for success in prospecting. Successful advisors are highly intentional about their prospecting efforts, focusing on the hard work required rather than seeking quick fixes. Avoiding the trap of 'playing office' by justifying non-prospecting activities is key. The most successful practices are intentional and dedicated to doing the challenging work consistently.
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