Strategic Prospecting Plans for Emerging Advisors
Developing a prospecting plan as a new advisor can feel like a daunting task. The key to success is consistency in your execution. This course is f…
Course Category: Prospect Experience
Prospecting Through Educational Events and Workshops
By the end of this course, participants will be able to plan and execute successful educational events for clients and prospects that provide clien…
Creating Effective Prospecting Materials
This course is designed to help advisors create effective prospecting materials that highlight the professional nature of their planning and wealth…
Converting Prospects to Clients
This course is designed to help you convert prospects into clients. The focus is the processes and the language you can use to build prospects’ c…
Asking for Referrals
This course is designed to help you feel more comfortable and confident asking clients for introductions to the people they care about. By the end …
Strategic Prospecting Plans for Established Advisors
This course teaches how to implement an effective performance management system to engage and measure team member performance and manage outcomes f…
Passion Prospecting
One of the best and most enjoyable ways to grow your business is to focus on what you’re passionate about and connect with people who share those…