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FEB 2021 ISSUE:

Strategic Prospecting Tactics

Our February issue was met with resounding reviews and discusses:

- Why folks refer (and why they don't!)

- Why advisors find it so hard to ask for referrals

- How to fix this if you also struggle here

- Numerous tactics across prospecting strategies, including:

*organic referrals

*self-nominated prospects

*COI generated leads

*social media

*and more!

JULY 2021 ISSUE:

Elevating Your Prospecting Approach

As your practice evolves, so should your prosepcting!

Learn the life stages of a practice and which challenges associated with each stage are "normal" and which are dysfunctional.

Stay referable as your practice progresses by diving into the prospecting strategies expected in your target market... and knowing those tactics that become a turn-off.

By determining which stage you are in and knowing how to overcome the normal challenges associated with that stage, you can also uncover how to turn these insights into actionable language & effective prospecting strategies that are right-sized for your stage and market.