When you force yourself to make major compromises on value or on process, you derail the trajectory of your practice and take yourself farther from…
Your marketing efforts, whether they include digital ads, workshops, appointment setting, direct mail, or email newsletters, should all represent your business the way you see…
If you take these laws of appointment setting to heart, you can add a game-changing source of new prospects and new revenue to your marketing…
Most business owners and sales people agree on the importance of a solid pipeline, but few actually do the math on how much activity they…
If prospecting does not come naturally to you, you may want to explore these ideas in your quest for new clients. A fear of prospecting…
Advisors—regardless of their location or target market—have the same blind spot, and that blind spot is lurking inside of their businesses, right under their noses.
Dan and John will set the stage with real PT client examples of how to handle “Not Now.” Watch this webinar to explore ways to…
The key in starting a process with any prospect is developing pain in their current behaviors to provide not only motivation for a second appointment,…
We will explore how to get the buyer to be truthful about the current relationship and approaches to starting a prudent process with the prospect,…