EPISODE · Nov 7, 2023 · 21 MIN
150: Two Phrases to NEVER USE When Following Up With a Prospect (and What to Say Instead!)
from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe
There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potential and existing clients is critical. But the WAY in which we follow-up is actually one of the key factors that will determine a client’s level of engagement. In this episode, Libby shares two phrases to NEVER USE when checking in with your prospects. Instead, she offers up a few alternative suggestions that will encourage your clients to take action and do the thang!So, how do advisors stay top of mind without sounding passive, desperate, or needy?!? Tune in to this week’s podcast to learn the most effective methods and strategies for following-up with your clients! Your business (and clients) will thank you!—----------------------------------------------LINKS FROM THIS EPISODE:Episodes Mentioned:Episode #93: 7 Processes Every Advisory Business NeedsEpisode #94: My Simple Trick to Get Prospects to Finally Book an AppointmentGet on the Systems to Scale Group Coaching Waitlist HereDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereRegister 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.
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There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potential and existing clients is critical. But the WAY in which we follow-up is actually one of the key factors that will determine a client’s level of engagement. In this episode, Libby shares two phrases to NEVER USE when checking in with your prospects. Instead, she offers up a few alternative suggestions that will encourage your clients to t...
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150: Two Phrases to NEVER USE When Following Up With a Prospect (and What to Say Instead!)
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