Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
089: Everything You've Ever Wanted to Know About Charging for a PROSPECT Meeting with Jamie Shilanksi
How do you feel about charging for a prospect meeting? Yes, literally the first time you ever meet with someone, having them pay you for your time. I know! It sounds foreign and crazy right? What if I told you that advisors do this ALL THE TIME?! And, there is a way to do it where you deliver immense value in that meeting so you can feel so good about having them pay you right off the bat.
So much imposter syndrome kicks in. I have to determine if we are a good fit for each other? I need to demonstrate value first? I’m not even sure how I can deliver actionable advice in our very first…
The skinny
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