Second appointments – are you struggling with them? At PT, we advocate that first appointments should be a getting-to-know-you opportunity, where you listen to and…
If you've ever seen House, you'd no doubt agree that no one would ever compliment Dr. House on his bedside manner. Additionally, House had a…
Like a first date, cold appointments are uncomfortable, but they’re important for building a bigger relationship. With the right strategy in place, we can take…
You need to show them the cinematic trailer of what makes your approach unique and impactful and why it works. Like a trailer, you need…
Apathy and the feeling of already having what you offer often position you behind the eight ball from the start. Join John and Dan as…
Join me as Dan and I discuss the approaches to help overcome apathy while driving a wedge between the prospect and their current advisor. How…
As an advisor or a financial services professional, standing out in a crowded field can be a challenge. However, this is one area where we…
The heavy lift of getting appointments with new prospects is just that - a heavy lift. Once you are there, the challenge of differentiating yourself…
We’ve got a new tip to share that is working really well for one of our clients at Alpha Omega Wealth. They have seen some…