089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi episode artwork

EPISODE · Dec 27, 2022 · 1H 2M

089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi

from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe; Jamie Shilanski

How do you feel about charging for a prospect meeting? Yes, literally the first time you ever meet with someone,  having them pay you for your time. I know! It sounds foreign and crazy right? What if I told you that advisors do this ALL THE TIME?! And, there is a way to do it where you deliver immense value in that meeting so you can feel so good about having them pay you right off the bat. So much imposter syndrome kicks in. I have to determine if we are a good fit for each other? I need to demonstrate value first? I’m not even sure how I can deliver actionable advice in our very first meeting. I KNOW! All the imposter syndrome and head trash kicks in. and I’ve got you. Today I am interviewing Jamie Schilanski of  Schilanski & Associates - a firm in Anchorage, Alaska that does exactly this. They charge day one of their client relationships. I never did this in my own business so when I hear a concept you know me… I jump on the mic and interview the snot out of someone who’s doing something unique, innovative or different in this business. With the new year right around the corner, this might just be the new thing that pushes you to try something a little different next year. And who knows, it might change the way you do business forever like it did for Jamie and her family firm. --------------------------------------------------LINKS FROM THIS EPISODE:Email Jamie at [email protected] more about Jamie's family firm at Schilanski & AssociatesCheck out PlanYourFederalRetirement.com to see more of Jamie's funnel.  Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August.    Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE!   Check out the Efficient Advisor YouTube Channel HERE!Connect with Libby on LinkedIn HERE!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Episode metadata supplied by the publisher feed · Published Dec 27, 2022

Embed this episode

How do you feel about charging for a prospect meeting? Yes, literally the first time you ever meet with someone, having them pay you for your time. I know! It sounds foreign and crazy right? What if I told you that advisors do this ALL THE TIME?! And, there is a way to do it where you deliver immense value in that meeting so you can feel so good about having them pay you right off the bat. So much imposter syndrome kicks in. I have to determine if we are a good fit for each other?...

Distinct summary based on available episode metadata or transcript content.

Ready to play

089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi

0:00 1:02:03

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Efficient Advisor: Tactical Business Advice for Financial Planners?

This episode is 1 hour and 2 minutes long.

When was this The Efficient Advisor: Tactical Business Advice for Financial Planners episode published?

This episode was published on December 27, 2022.

Can I download this The Efficient Advisor: Tactical Business Advice for Financial Planners episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!