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11: Putting together a successful prospecting strategy
Manage episode 210852705 series 1860640
Developing a regular prospecting habit is key for advisors looking for continual growth in their business. Listen to our Insights Panel experts talk about how to set ambitious goals and target potential clients. With Jeb Blount, prospecting expert and author of “Fanatical Prospecting,” and Matt Oechsli, advisor champion and CEO of The Oechsli Institute.
31 episodios
Manage episode 210852705 series 1860640
Developing a regular prospecting habit is key for advisors looking for continual growth in their business. Listen to our Insights Panel experts talk about how to set ambitious goals and target potential clients. With Jeb Blount, prospecting expert and author of “Fanatical Prospecting,” and Matt Oechsli, advisor champion and CEO of The Oechsli Institute.
31 episodios
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