In our latest episode, PT welcomes a return from our friend and sales guru, Dan Hudock. First appointments with new prospects are exciting and challenging. Apathy and the feeling of already having what you offer often position you behind the eight ball from the start. Join John Pojeta, from PT, and Dan, as they discuss the approaches to help overcome apathy while driving a wedge between the prospect and their current advisor. How do you measure success? Short-term do you leave the first meeting with the second one in hand. Long-term are you acquiring new clients at a high pace?
