
We Don't Need Surge, We Need Prospects [Episode 192]
The Perfect RIA
00:00
How to Get More Prospects, More Leads?
The prospect process is something every single advisor out there could absolutely take and run with. It starts well before the prospect ever shows up in your conference room, right? Before that it starts on your website, what experiences they have. What experience are they having before they even contact you? Right, so that's one thing that you gotta tackle. Then it goes to the next element. They move to contact you, whether that's phone or via the internet, right? Whether that's email or website or however there's so many of things. Now, one of the things that I love to see Jarvis is the most trend, now I gotta be careful with Transparent because people are taking this
Play episode from 06:04
Transcript


