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 management process. By the…

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’…

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…

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…