Connect with us

Financial Podcasts

The Demise of Prospecting

Published

The Demise of Prospecting

Referrals are down, or at least that’s what a recent report is suggesting. Why?

Kirk and Matt get into the dirt with advisor prospecting. Advisors are at a critical stage of their careers and practice maturity; how to attract ideal prospects, be more profitable and have more fun. Kirk and Matt redefine what a “referral” is, the mindset needed to inspire and attract, and tactics you can use to get more.

Related: Advisors: 5 Things That Are Killing Your Marketing

Continue Reading

Trending