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The Perfect RIA
It’s All About That Prospect: Being Intentional and Gathering Information
May 31, 2024
Learn how to laser-focus on landing prospects with intentional strategies like referrals, networking, seminars, and content creation. Discover the importance of tracking systems, defining ideal clients, and maximizing value delivery in prospect meetings. Dive into the prospect onboarding process and learn what critical information to gather upfront to deliver massive value from the start.
08:18
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Quick takeaways
- Being intentional and using proven systems is crucial for success in prospecting.
- Mastering different prospecting channels and delivering massive value are essential for acquiring clients.
Deep dives
Necessary Intention in Prospecting and Practice Growth
Successful practices emphasize being intentional and doing the hard work to grow significantly. Advisers need to work towards hitting revenue and profitability benchmarks, maintaining prospect pipelines for growth, and prioritizing both business success and personal time. Tracking progress, using proven strategies, and focusing on intentional prospecting are key to sustained growth and success.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode