• Episode 9: How To Book More Meetings With Prospects

  • Oct 11 2022
  • Length: 38 mins
  • Podcast

Episode 9: How To Book More Meetings With Prospects

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  • Summary

  • All about booking more meetings with prospects. From the initial call to the initial conversation and how to get their attention so they want to book a meeting. The 3 bucket solution is gold. Explains how clients can invest their money for the long term while simultaneously protecting themselves from a downturn in the markets.

    Planswell is reshaping the advisor-client relationship with client-led planning software and delivering exclusive prospective households every month to advisors. Planswell also offers world-class training and support for financial advisors.

    If you're a Financial Advisor and are interested in 10+ new prospective households each month, with over $300k in average AUM, and over $120k in average household income, check out Planswell.
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