Prospecting

There are seemingly countless options to consider, but it’s advisable to keep it fairly broad.

Want to be elite? It starts with mastering—and always seeking to improve upon—the basics.

Real thought leadership is being seen as the cutting-edge professional, the expert of all experts, the must call for someone in the market for an advisor. 

When it comes to big presentations, less is more—more personal, more authentic, more trustworthy, more real and more solution-based on what’s truly important to the prospect.

The journey from prospect to client requires building a lasting relationship.