The Perfect RIA cover image

God Didn't Make Tables!

The Perfect RIA

00:00

How to Be a Profitable Prospect

The prospect didn't hit any one of those. She's not productive and I'm not going to make any money. So that doesn't hit all three of our piece. And so do I at that point completely disengaged because the reality is we do these financial planning workshops as a prospecting event to bring on clients. But did this give her an opportunity to have value? Even though she wasn't going to become a client, she still deserved this advice. This was still really good advice that will change the trajectory of her life.

Play episode from 15:43
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app