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Prospects have worries and anxieties prior to the first appointment. A five-star welcoming process can reassure them and lay the foundation for a solid professional relationship.
Getting a referral is only the first step—now you've got to phone your new prospect. With do-not-call laws in force, that's not always easy. Learn how to improve your chances of getting through and making a positive impression by enlisting your referral source's help.
If you want to motivate prospects to act, you've got to know how to appeal to their emotions—and that means asking four important questions.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025