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Podcast: Success + Money + Mindset
Episode: Create a Prospecting SYSTEM & Make More Money THAN YOU KNOW WHAT TO DO WITH
Description: Welcome back to the STJ Success + Money + Mindset Podcast!
In today's episode, Scottie discusses the importance of creating a prospecting system for financial advisors to generate more leads, referrals, and ultimately grow their business.
First, he highlights the two segments of a financial advisor’s business - leads/referrals and client flow - emphasizing the need to focus on lead generation to avoid getting STUCK.
Scottie then outlines the SIX key strategies as part of a bulletproof prospecting system:
1. Creating a rinse and repeat process for asking referrals in meetings
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