41 min listen
067: Ideas to Implement - A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
067: Ideas to Implement - A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
11 minutes
Released:
Oct 6, 2022
Format:
Podcast episode
Description
Each week I am going to recap the implementable ideas from this week's full-length podcast. Consider me the accountability partner you didn't ask for, but always needed! Here are the Action Items to Tuesday's podcast: A 5-Step Formula to Build Better Trust and Turn Prospects into Clients and Clients into Lifelong Raving Fans------------------------------------------------------LINKS FROM THIS EPISODE:Get the download here!Get Mary's book, Make or Break Conversations, here! Connect with Mary on LinkedIn! Want to hang out with me, Matt Jarvis, Steven Jarvis and some other amazing advisors at The Perfect RIA Pre-conference Event at XYPN Live this weekend? Check out this link!Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Oct 6, 2022
Format:
Podcast episode
Titles in the series (100)
004: Steal My Email Templates by The Efficient Advisor: Tactical Business Advice for Financial Planners