Course Script: Creating Effective Prospecting Materials
This is a readable script of the Creating Effective Prospecting Materials course in Carson Coaching Online. Download
This is a readable script of the Creating Effective Prospecting Materials course in Carson Coaching Online. Download
This resource is an example of a Carson Wealth advisor bio that can be included in a prospect packet or other interaction with clients and…
Use this resource to gather important information from prospects during your financial planning process. (Fillable PDF with editable logo and disclosure sections.) Download
Use this resource to gather important information from prospects during your financial planning process. (Editable version.) Download
Use this collection of cover letter templates to send to prospects along with other supporting materials like a brochure, bios, or fact sheets. Download
Use this resource to provide prospects with a list of documents and information they should bring to their first meeting with you. Download
Use this sample to create your own “Client Bill of Rights” to share your dedication to transparency and service with prospects and clients. Download