The Perfect RIA 100 Reasons Prospects Say No [Episode 326]
Sep 15, 2025
Dive into the intricate world of prospecting where the hidden reasons behind client refusals are unveiled. Explore how integrity and accountability can transform client relationships. Discover the art of tracking data to refine practices and the importance of trust in financial advising. Learn the surprising complexities of prospecting, debunking the myth that it's easy. Embrace a coaching mindset that prioritizes client success and fosters transparent communication for more fruitful interactions.
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Many Small Things Make Or Break Prospecting
- Prospecting success is the sum of many small skills rather than one flashy move.
- Treat your process like a sport or craft and optimize dozens of tiny details.
Require Data Before Adopting Processes
- Track your prospecting data and verify claims before copying another advisor's process.
- Ask how a tactic performed in the last five or ten meetings to see if it actually works.
Integrity Is Measured In Tiny Interactions
- Integrity in prospect meetings is about consistent behavior, not just claiming values.
- Every small promise kept or missed shifts a prospect's trust meter toward or away from you.