Where you’ll learn how to become a prolific online influencer, attract more ideal clients and grow your practice. Brought to you by ProudMouth. Co-hosted by Matt Halloran and Kirk Lowe. 286290
Episodes
Tuesday Apr 21, 2020
Tuesday Apr 21, 2020
Have you ever wondered what the best way to get referrals is? Or how to know when it’s best to move forward in a sale and close the deal?
In this episode, Matt chats with Jason L Smith, founder of The JL Smith Group, an independent retirement planning and wealth management firm. Jason goes into detail about their process first approach and how he preps each client. He also touches on the importance of education and his book!
In this episode, you will learn:
- Sales techniques
- Three ways to build trust and rapport before meeting with clients
- The importance of educating clients
- How to know notice triggers and move towards closing a sale
- And more!
Tune in to learn how to reinvent your client approach!
Resources Top Advisor Marketing | The JL Smith Group | Clarity 2 Prosperity | The Bucket Plan
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.