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Podcast: The Advisor Solutions Podcast
Episode: The Advisor Solutions Podcast EP 113- Unclogging the Pipeline: Part II
Description: Do you ever have a first appointment with a new prospect only to realize later that it was also a last appointment? The prospect didn’t want to meet again to hear your recommendations. Instead, they said they needed to speak to their spouse first or check their calendar. In reality, they didn’t see the value in meeting again, and when you followed up, they never returned your calls. Can you relate to this? If so, know that you are not alone!
Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a...