#82: How do you run a sales/prospecting call?

Season #1

Join Josh and Amelie to discuss prospecting calls–what are they, what should you cover, how to handle various situations.

Top takeaways:

  1. 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.
  2. You also need to figure out whether you even LIKE them–will you enjoy working with them?
  3. You ALSO need to build trust.
  4. Having a script to start with is great as you learn what works and what doesn’t.
  5. Your first FIVE words are vital–people will listen to the first five words of anything, so don’t make it about you.
  6. 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: