#63: What Do You Discuss on a Prospect Call?

Season #1

Episode 63: What Do You Discuss on a Prospect Call?

Join Garrett and Josh as they talk through…prospect calls! How do you make sure you don’t blow the ONE CHANCE YOU GET to “close the sale?” And is that even true? How should we think about prospect calls?

Top takeaways:

  1. A prospect call should be as much about you deciding if you want to work with a client as it is about them deciding whether to work with you.
  2. You need to figure out what a prospect’s next step is and build your meeting around helping your client take the next step.
  3. Only gather the information you need to have a successful call. Less is more!

Want help building or growing a successful financial coaching business? Find resources below based on where you’re at in your journey: