Episode 33. Why are his planning prospects saying No?

Oct 5, 2022

In this special episode, Sten and Andy share a conversation they had with one of the members of the Elite Advisor Network about his struggles getting clients to accept planning proposals. This member has been doing paid planning, and his team is growing as a result.

What’s wrong with his process?

  • Is he not showing the value of his advice?
  • Is he taking too long to give value during meetings?
  • Is he overcomplicating the ideas he’s presenting?
  • Or is he simply getting the wrong leads?

Listen as they work through his situation and, in the process, help you get more planning clients. 





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