Have you ever wondered what the best way to get referrals is? Or how to know when it’s best to move forward in a sale and close the deal?
In this episode, Matt chats with Jason L Smith, founder of The JL Smith Group, an independent retirement planning and wealth management firm. Jason goes into detail about their process first approach and how he preps each client. He also touches on the importance of education and his book!
In this episode, you will learn:
Three ways to build trust and rapport before meeting with clients
The importance of educating clients
How to know notice triggers and move towards closing a sale
Tune in to learn how to reinvent your client approach!
Resources Top Advisor Marketing | The JL Smith Group | Clarity 2 Prosperity | The Bucket Plan