Heads Up Adviser

Summer Prospecting Strategies For Brokers

Episode Summary

Top-performers want their competitors to take a break every summer because that's how they get the fall harvest rich with low-hanging fruit. Join John Sbrocco and Craig Lack for the special episode of the Heads Up Adviser Show "Summer Prospecting Strategies For Brokers."

Episode Notes

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Summertime. And the livin' is easy...

This is what the next two-three months will look like for most brokers - including the incumbents.

 

Of course, they will justify it with the BS stories that C-level executives often ghost brokers, cancel meetings, and don't have time to deal with healthcare plans before Q3/Q4.

 

Top-performers want their competitors to take a break every summer because that's how they get the fall harvest rich with low-hanging fruit.

 

Join John Sbrocco and Craig Lack for the special episode of the Heads Up Adviser Show "Summer Prospecting Strategies For Brokers."

 

Here's what we'll cover:

 

✔️ Getting Self-Funding Out Of The Back Burner: how to create urgency for the prospects

✔️ Consulting agreements

✔️ Prepare for the winter NOW: what tools do you need to double your book of business this year.

 

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