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The good news is you are networking in your community, holding client events and seminars, and talking to prospective referrals. The bad news is if you don't have a good system for following up with prospects, you're wasting your time.
Admit it: There are plenty of business opportunities you have passed up by virtue of failing to make the follow-up call. Start guiding your follow-up strategy by these seven pointers and you'll soon find more lukewarm prospects converting to clients. Try it.
Uncertain markets are definitely not the time to avoid client contact—and if you've been using "I just don't know what to say" as an excuse to put off those calls, you're out of luck. Here are seven reasons to pick up the phone and dial today.
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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