Internal Use Only
For Financial Professionals, By Financial Professionals. Featuring characters in the financial sales world, their experiences and insights. Follow us on Instagram @InternalUseOnlyPodcast. Episodes launched monthly.
Internal Use Only
Robyn Crane, CFP® - Prospecting Tips for FAs and Wholesalers
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Dan S.
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Episode 54
Robyn Crane, CFP joins today’s show. She coaches financial advisors on all things prospecting and sales, with a focus on serving female FA’s (although not exclusively):
We cover:
- Communication gaps between men and women in the industry
- Robyn’s most successful prospecting frameworks
- Why high-volume, dial for dollars approach is outdated
Check out her website to access a number of FREE resources, including my favorite - the masterclass on getting an ENDLESS Supply of Ideal Prospects