Join Josh and Amelie to discuss prospecting calls–what are they, what should you cover, how to handle various situations.
Top takeaways:
- The most important part of a prospecting call is to find out what the client’s needs are, and whether that’s something you can help them with or not.
- You also need to figure out whether you even LIKE them–will you enjoy working with them?
- You ALSO need to build trust.
- Having a script to start with is great as you learn what works and what doesn’t.
- Your first FIVE words are vital–people will listen to the first five words of anything, so don’t make it about you.
- Save in-depth conversations about goals for a coaching call.
Continue learning with…
Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey:
