• 4 Data Gathering Tips For Prospecting [202]

  • Feb 13 2025
  • Length: 17 mins
  • Podcast

4 Data Gathering Tips For Prospecting [202]

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  • Summary

  • In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include:

    1. Encouraging prospects to be less precise in the information they add
    2. Sending a short video explaining the process
    3. The “trojan horse” of data gathering
    4. Requiring less from people.
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