Peak 90 Fillable ebook
Use this resource to help grow your business by generating prospects and turning prospects into clients. Download
Category: Prospect Experience
How to Follow Up with Unresponsive Prospects
Jamie Carrol talks with Jessica Harrington about how to follow up with unresponsive prospects. Download
Discussing Fees with Clients and Prospects
Jamie Carrol talks with Jessica Harrington about discussing fees with clients and prospects. Download
Articulating Your Value to Clients
Jessica Harrington and Jamie Carrol discuss how to articulate your value to clients. Download
How to Make the Ask to Move Forward with a Prospective Client
Jessica Harrington and Paul West discuss how to make the ask to move forward with a prospective client. Download
Presenting a Financial Plan
Paul West talks with Jessica Harrington about presenting a financial plan to clients. Download
Stairstep and Discovery Questions in a Zoom World
Paul West talks to Jessica Harrington about asking stairstep and discovery questions in zoom meetings. Download
How Paul West Applies the Stairstep and Discovery Questions
Paul West breaks down for Jessica Harrington how he applies the stairstep and discovery questions. Download
How Do you Ask for the Next Meeting in the Discovery Meeting
Paul West joins Jessica Harrington to talk about how to ask for the next meeting in a discovery meeting. Download
Transitioning from Small Talk in a Discovery Meeting
Jessica Harrington and Paul West discuss transitioning from small talk in a discovery meeting. Download