Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245]
Podcast |
The Perfect RIA
Media Type |
audio
Categories Via RSS |
Business
Business News
Investing
News
Publication Date |
Feb 26, 2024
Episode Duration |
00:21:22

Matt and Micah are sharing a sneak peek of an upcoming masterclass focused on perfecting the prospect process. The duo reflects on their past experiences, including awkward encounters and struggles to convey value to prospects. The key takeaway: it all boils down to creating a sense of value in the prospect's mind. Discover the crucial elements of a successful first in-office appointment, where every detail, from communication beforehand to the receptionist's warm greeting, plays a vital role. Learn the importance of a positive environment and stacking everything in your favor, even the seemingly small details, to create a favorable impression.

Setting the Stage For Prospect Meetings - Masterclass Sneak Peek! [Episode 245] Resources in today's episode: - Matt Jarvis: Website | LinkedIn - Micah Shilanski: Website LinkedIn - Ritz Carlton Training - Don’t miss out on our upcoming Prospect Process Masterclass. Contact lifestyle@theperfectria.com to stay informed.

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