So how do you run a virtual appointment? The answer is – a lot like how you run an in-person appointment. You want to make a good first impression, and a lot of that has to do with how you prepare for the first appointment.
Once you’ve built a reputation for yourself online, or at least the infrastructure to showcase your brand, it’s time to work on your prospecting strategy.
At some point in your career, if you’ve been doing things right, you will run out of time. Did you catch that? You can actually […]
Interesting question, right? Imagine if I randomly sampled twenty of your clients and put them in a room together with one goal, to talk about […]
That’s right, I’m going to fuel the ever burning fire of the Meal vs. Non-Meal seminar debate! This is one of the most common questions […]
For years, successful advisors have worked the seminar marketplace to obtain new clients for their financial planning practices. Seminars have been the marketing backbone of […]
I’ve been bombarded lately by countless examples of advisors wasting their money on a seminar. Why do you ask? Well, it’s because most of them […]
Harsh article title right? Are you freaking out yet (thinking that something major you do in your process might be on the list)? If that […]
Friends, are you stuck in a “rut”? Have you found yourself sitting in your office and twiddling your thumbs wondering where your next piece of […]
This site is meant for advisors use only and is not directed toward individual investors. Strategies discussed are for informational purposes only and not meant as specific financial advice. The ideas shared may not be suitable for all potential clients. Matt Eilers is not an attorney or tax advisor. Please consult with a qualified attorney or tax advisor for specific advice.
Matt Eilers is an investment advisor representative of and securities are offered through USA Financial Securities. Member FINRA/SIPC. A registered investment advisor located at 6020 E. Fulton St., Ada, MI 49301.