

Prospecting That Works for Advisors
Feb 29, 2024
The podcast discusses the importance of consistency in marketing for financial advisors, the significance of setting realistic targets, and the need for discipline in achieving success. Topics include client segmentation, niche prospecting strategies, hosting effective seminars, and enhancing financial practice efficiency and profitability.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Client Categories, Centers of Influence, and Niche Prospecting Strategies
02:00 • 2min
Effective Seminar Hosting and Establishing Social Credibility in Financial Planning
04:09 • 4min
Consistent Marketing Efforts for Financial Advisors
08:32 • 17min
Enhancing Financial Practice Efficiency and Profitability
25:48 • 4min