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4 Data Gathering Tips For Prospecting [202]
Manage episode 466510057 series 3558245
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In this episode Jordan reorients advisors to consider data gathering as an inherently valuable process for prospects. He dives into 4 tips to make a first-time data gathering less intimidating and more approachable for clients. These tips include:
- Encouraging prospects to be less precise in the information they add
- Sending a short video explaining the process
- The “trojan horse” of data gathering
- Requiring less from people.
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