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Value First Prospecting: The Proven System to Attract Ideal Clients

Sten Morgan

Reject The Average Path! The average path for financial advisors is broken. Prospecting too often becomes sales rather than service. Most advisors don’t last and those that do have a long grind ahead of them. There are two paths advisors can take: the average path or the elite path. You can call a lot of people, have as many meetings as possible, and finally create a successful-enough business after ten or so years. Or you can do something different. In this book, Sten Morgan breaks down the process that helped him become one of the top 40 advisors in the country under 40 at the age of 30. As an active advisor and a coach to thousands of other advisors, he will share what it takes to reject the average path. Packed with more than a dozen bonus resources, videos, and worksheets, Value First Prospecting will help you get to work applying this process to your business right away. Value First Prospecting isn't just another sales book. It's your roadmap to help you achieve your full potential as a financial advisor, faster.

GenresBusiness & MoneyJob Hunting & CareersGuidesMarketing & SalesSales & Selling

146 pages

English edition · First published 2024 by Elite Advisor Network · ISBN 9798218517342

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