The Advisor Solutions Podcast EP 24- Mastering The Initial Contact

Do you love prospecting? It doesn’t matter if you are calling your client base to cross-sell or calling strangers to set an appointment, you just love it! Or, do you just tolerate it when you have to, when your pipeline is dry and you are in a state of concern or worse yet panic?

If so, know this… you, are not alone!

Many financial advisors, insurance agents, wholesalers, branch managers and even agency managers say that they don’t like prospecting because they don’t have a process for making the initial contact.  They have been “winging it” for most of their career. Unfortunately, “winging it", doesn’t work!

In this episode, learn a process for mastering the initial contact.