The Perfect RIA Encore Episode: When Prospecting Goes Wrong
4 snips
Sep 19, 2025 Discover the pitfalls of prospect meetings and how to avoid them. Gain insights on creating an effective prospect process using CRM as your firm's 'brain trust'. Learn to identify red flags and dodge salesy tactics that repel clients. Explore the benefits of structured blueprints and consistent documentation. Uncover strategies for engaging prospects who may not hire immediately with creative follow-up techniques. Plus, delve into the fine print of charging for consultations and actionable steps to streamline your client acquisition process.
AI Snips
Chapters
Transcript
Episode notes
Make CRM Your Single Source Of Truth
- Your CRM must be the organization's brain trust where every interaction is documented.
- If a task or interaction isn't recorded, treat it as if it never happened.
Separate Blueprints, Processes, And Tasks
- Define blueprints, processes, and tasks separately so responsibilities are clear.
- Use blueprints for conditional flows, processes for repeatable steps, and tasks for one-offs.
Audit Processes To Cut Steps And Automate
- Review all processes regularly and aim to cut unnecessary steps by half.
- Use technology to automate routine work so humans focus on human tasks.