091: When a Prospect Says "I'm Interviewing Several Advisors" and What to do About It

The Efficient Advisor: Tactical Business Advice for Financial Planners

Your prospect says they enjoyed meeting you, but that they are going to interview several advisors and get back to you... how do you make sure that YOU stand out as the obvious choice?
Do you leave it up to fate? No. Do you send them on their way and just say your prayers? No. Do you stalk them until they file a restraining order? Also no.
In today's episode, I share some proactive and some reactive strategies you can use to ensure that you are the advisor of choice.
You do actually have some control over the outcome of this scenario, believe it or not, and there are concrete tactical things you can do to come out on top!
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Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!