By asking the right questions and providing support when needed, Scott established a solid connection with this prospect. When the market took a turn at the beginning of the pandemic, the prospect came to Scott – and both parties were ready to move forward.
Read the full case study to find out more details about how Scott converted a longtime prospect into a client with consistency, assertiveness and persistence.
Recent Posts
Blog
Eric Ludwig, PhD, CFP® and Chet Bennetts, CFP®, CLU®, ChFC®, RICP®: Using AI in Financial Services
How prepared are you for the changing landscape of financial advisory with AI tools at your disposal? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks …
Blog
Doing the Work of a Powerhouse: The Way Forward for Women in Financial Services According to Lazetta Rainey Braxton
You’ve likely experienced a power outage for any number of reasons – a tropical storm, a blizzard or too many people being on the power grid. “When your power …
Blog
Excell 2024: Get to Know Mainstage Speaker Liz Bohannon
Excell 2024 is the premier practice management conference for growth-focused Carson Partners and Coaching members. Our speakers – both Carson and industry leaders – will bring big, creative and …
Blog
ReFrame | Kellan Brown
Discussion with industry mentorship expert Kellan Brown to discuss the importance of mentorship and sponsorship in advancing women, as well as how people can be successful mentors. We’d also …