Podknife - Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids by The Perfect RIA

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Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids

Podcast |: The Perfect RIA
Publisher |: Matthew Jarvis & Micah Shilanski, Finance Rockstars
Media Type |: audio
Podknife tags |: Business,; Investing,; Management & Marketing,; Personal Finance
Categories Via RSS |: Business,; Business News,; Investing,; News
Publication Date |: Jan 12, 2024
Episode Duration |: 00:13:17

In this episode, we’re recapping this week’s episodes. We’ll cover identifying prospects, setting yourself apart from other advisors, tracking prospect nos, using a virtual assistant for marketing, and helping younger people set goals.

Prospect Process - Why Prospects Say No [Episode 238]

Virtual Assistants: Maximizing Marketing Momentum with Guest Amy Appleton

Empowering Futures: Goal-Setting Strategies for Young Adults

Cracking the Code on Prospects, Marketing VAs, and Goal Setting for Kids

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