What is the number one rule of prospecting? If you serve everyone, then you serve no one! On today’s Worlds To Conquer, Jamie dives into prospecting and how to make sure you’re working with the right people. She’ll also discuss why once you determine who you work best with, you need to share this with your team.

Listen in as Jamie shares why if you have a great prospecting strategy, you can grow and not stay stagnant, and that it’s important to create an environment where your team can respectfully push back.

Recommended Podcast

Revolutionizing Financial Planning with Sam Flatten

Demonstrate the value you’re providing

See More

Fees Are Never The Issue  [Episode 356]

Focus your conversations on value

See More

The Power of Partnership in Financial Advisory With Michael Belluomini and Liam Heffernan 

We don’t invest in projects

See More

Contact Us