Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids

In this episode, we’re recapping this week’s episodes. We’ll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos, using a virtual assistant for marketing, and helping younger people set goals.

Prospect Process - Why Prospects Say No [Episode 238]

Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton

Empowering Futures: Goal-Setting Strategies for Young Adults

Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids