Episode 99. Prospecting methods that will gain you planning clients

Jan 19, 2024

Ever wonder how financial advisors like me manage to connect with the right clients? It’s not just about casting a wide net; it’s about speaking the right language and having the right systems in place, both inside and out. Instead of hard-selling products, I’ve learned to focus on conveying the real value and potential outcomes my services offer.

Today we discuss the progression of prospecting methods as you grow in the business so you can attract the clients you want to work with.



Interested in attending a How To Charge LIVE workshop? Click the link below.


Sten J. Morgan, CFP®, ChFC®



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