How Does a Prospect Say Yes? [Episode 357]
The Perfect RIA · Jul 6, 2026 · 23:07
The Perfect RIA · Jul 6, 2026 · 23:07
Listen in the Podli app 🎧
Follow your favourite podcasts, listen offline and in the car with CarPlay and Android Auto, and always pick up where you left off. Free to try.
In this episode of the TPR Podcast, hosts Matthew and Micah delve into the intricacies of the prospect process, focusing on how to effectively close meetings and discuss fees with potential clients. They emphasize the importance of transforming clients' lives through structured financial planning and overcoming the anxiety that often accompanies fee discussions. The conversation highlights the need for advisors to have a clear process, practice their delivery, and understand the value they provide to clients. By addressing common pitfalls and providing actionable insights, the hosts aim to empower financial advisors to enhance their client engagement and ultimately grow their practices.
How Does a Prospect Say Yes? [Episode 357]
Resources in today's episode:
- Micah Shilanski: Website | LinkedIn
- Matt Jarvis: Website | LinkedIn
- Learn More about our Coaching Programs
