We’d like to share the latest idea: The Process of Moving a Prospect’s Money
Mike breaks down his internal process once the prospect is ready and asks what is the next step.
The process covers the detail gathering, the transfer process (eliminating the main stumbling point advisors deal with), disclosures, as well as the detail that’s shared with client to ensure a smooth transition.
In this call we share:
- Importance of liquidating the account quickly to remove stumbling blocks.
- How to navigate through the various companies to quickly transfer funds.
- How to cut the average length of time of the move in half.
- Why mastering the process allows you to quickly scale your production.
Listen to this month’s “One Superb Idea!”